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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 | $145,410 | $157,296-7.6% | $141,191+3.0% | $152,897-4.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.75% | 64.34%-40.6pp | 71.41%-47.7pp | 345.43%-321.7pp |
| Employer contribution / active EE | $14,442 | $5,262+174.4% | $4,736+204.9% | $4,764+203.2% |
| Participant deferral / active EE | $8,801 | $7,111+23.8% | $6,710+31.2% | $5,851+50.4% |
| Admin fee / account holder | $586 | $12,125-95.2% | $10,264-94.3% | $11,599-95.0% |