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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 | $139,782 | $148,623-5.9% | $135,974+2.8% | $139,466+0.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.97% | 79.30%-62.3pp | 68.30%-51.3pp | 373.66%-356.7pp |
| Employer contribution / active EE | $16,131 | $5,246+207.5% | $4,859+232.0% | $4,754+239.3% |
| Participant deferral / active EE | $13,588 | $8,103+67.7% | $7,760+75.1% | $6,712+102.5% |
| Admin fee / account holder | $672 | $12,406-94.6% | $10,767-93.8% | $11,409-94.1% |