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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 | $130,269 | $148,623-12.3% | $135,974-4.2% | $139,466-6.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 29.90% | 79.30%-49.4pp | 68.30%-38.4pp | 373.66%-343.8pp |
| Employer contribution / active EE | $5,944 | $5,246+13.3% | $4,859+22.3% | $4,754+25.0% |
| Participant deferral / active EE | $18,799 | $8,103+132.0% | $7,760+142.3% | $6,712+180.1% |
| Admin fee / account holder | $429 | $12,406-96.5% | $10,767-96.0% | $11,409-96.2% |