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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 | $131,147 | $174,379-24.8% | $152,093-13.8% | $138,895-5.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 15.78% | 74.86%-59.1pp | 66.36%-50.6pp | 145.39%-129.6pp |
| Employer contribution / active EE | $20,480 | $4,652+340.3% | $4,175+390.6% | $4,194+388.3% |
| Participant deferral / active EE | $11,462 | $6,159+86.1% | $5,451+110.3% | $6,396+79.2% |
| Admin fee / account holder | $11,037 | $16,880-34.6% | $14,497-23.9% | $12,562-12.1% |