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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 | $147,640 | $156,398-5.6% | $147,318+0.2% | $138,895+6.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 18.37% | 78.75%-60.4pp | 70.43%-52.1pp | 145.39%-127.0pp |
| Employer contribution / active EE | $7,781 | $4,853+60.3% | $4,593+69.4% | $4,194+85.5% |
| Participant deferral / active EE | $22,138 | $8,237+168.8% | $7,906+180.0% | $6,396+246.1% |
| Admin fee / account holder | $23,570 | $14,976+57.4% | $13,708+71.9% | $12,562+87.6% |