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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 | $172,276 | $157,304+9.5% | $141,197+22.0% | $152,909+12.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.18% | 64.34%-45.2pp | 71.41%-52.2pp | 345.46%-326.3pp |
| Employer contribution / active EE | $25,000 | $5,263+375.1% | $4,736+427.8% | $4,764+424.8% |
| Participant deferral / active EE | $25,000 | $7,111+251.6% | $6,710+272.6% | $5,851+327.3% |
| Admin fee / account holder | $1,267 | $12,126-89.6% | $10,265-87.7% | $11,601-89.1% |