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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 | $113,483 | $148,623-23.6% | $135,974-16.5% | $139,466-18.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.59% | 79.30%-63.7pp | 68.30%-52.7pp | 373.66%-358.1pp |
| Employer contribution / active EE | $25,154 | $5,246+379.4% | $4,859+417.7% | $4,754+429.1% |
| Participant deferral / active EE | $11,581 | $8,103+42.9% | $7,760+49.2% | $6,712+72.5% |
| Admin fee / account holder | $1,491 | $12,406-88.0% | $10,767-86.2% | $11,409-86.9% |