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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 | $142,751 | $154,228-7.4% | $145,433-1.8% | $137,256+4.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 30.09% | 74.59%-44.5pp | 66.58%-36.5pp | 220.34%-190.2pp |
| Employer contribution / active EE | $16,904 | $4,804+251.9% | $4,554+271.1% | $4,156+306.7% |
| Participant deferral / active EE | $0 | $8,216-100.0% | $7,897-100.0% | $6,407-100.0% |
| Admin fee / account holder | $3,039 | $14,344-78.8% | $13,129-76.9% | $12,270-75.2% |