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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 | $148,426 | $148,623-0.1% | $135,974+9.2% | $139,466+6.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.70% | 79.30%-62.6pp | 68.30%-51.6pp | 373.66%-357.0pp |
| Employer contribution / active EE | $11,494 | $5,246+119.1% | $4,859+136.5% | $4,754+141.8% |
| Participant deferral / active EE | $14,207 | $8,103+75.3% | $7,760+83.1% | $6,712+111.7% |
| Admin fee / account holder | $926 | $12,406-92.5% | $10,767-91.4% | $11,409-91.9% |