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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,014 | $181,062-16.6% | $158,223-4.6% | $155,188-2.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 19.79% | 57.39%-37.6pp | 52.09%-32.3pp | 148.84%-129.1pp |
| Employer contribution / active EE | $17,530 | $4,565+284.0% | $4,109+326.6% | $4,248+312.7% |
| Participant deferral / active EE | $0 | $6,134-100.0% | $5,467-100.0% | $6,531-100.0% |
| Admin fee / account holder | $1,400 | $18,825-92.6% | $16,047-91.3% | $14,480-90.3% |