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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 | $137,114 | $162,136-15.4% | $152,301-10.0% | $154,746-11.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 14.17% | 91.02%-76.8pp | 80.50%-66.3pp | 172.34%-158.2pp |
| Employer contribution / active EE | $3,994 | $4,890-18.3% | $4,624-13.6% | $4,379-8.8% |
| Participant deferral / active EE | $10,856 | $8,341+30.2% | $8,004+35.6% | $6,730+61.3% |
| Admin fee / account holder | $797 | $15,759-94.9% | $14,398-94.5% | $14,365-94.5% |