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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 | $146,955 | $157,296-6.6% | $141,191+4.1% | $152,897-3.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 27.88% | 64.34%-36.5pp | 71.41%-43.5pp | 345.43%-317.5pp |
| Employer contribution / active EE | $23,222 | $5,262+341.3% | $4,736+390.3% | $4,764+387.5% |
| Participant deferral / active EE | $15,698 | $7,111+120.8% | $6,710+133.9% | $5,851+168.3% |
| Admin fee / account holder | $1,153 | $12,125-90.5% | $10,264-88.8% | $11,599-90.1% |