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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 | $140,398 | $148,623-5.5% | $135,974+3.3% | $139,466+0.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.39% | 79.30%-65.9pp | 68.30%-54.9pp | 373.66%-360.3pp |
| Employer contribution / active EE | $4,149 | $5,246-20.9% | $4,859-14.6% | $4,754-12.7% |
| Participant deferral / active EE | $18,245 | $8,103+125.2% | $7,760+135.1% | $6,712+171.8% |
| Admin fee / account holder | $899 | $12,406-92.8% | $10,767-91.7% | $11,409-92.1% |