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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 | $146,119 | $156,398-6.6% | $147,318-0.8% | $138,895+5.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 25.10% | 78.75%-53.6pp | 70.43%-45.3pp | 145.39%-120.3pp |
| Employer contribution / active EE | $13,748 | $4,853+183.3% | $4,593+199.3% | $4,194+227.8% |
| Participant deferral / active EE | $24,675 | $8,237+199.5% | $7,906+212.1% | $6,396+285.8% |
| Admin fee / account holder | $1,267 | $14,976-91.5% | $13,708-90.8% | $12,562-89.9% |