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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 | $121,271 | $165,399-26.7% | $149,745-19.0% | $158,982-23.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.32% | 348.34%-330.0pp | 276.72%-258.4pp | 302.99%-284.7pp |
| Employer contribution / active EE | $22,104 | $5,105+333.0% | $4,646+375.8% | $4,763+364.1% |
| Participant deferral / active EE | $10,425 | $7,183+45.1% | $6,843+52.3% | $5,983+74.2% |
| Admin fee / account holder | $598 | $10,811-94.5% | $9,312-93.6% | $11,252-94.7% |