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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 | $142,737 | $162,136-12.0% | $152,301-6.3% | $154,746-7.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 51.52% | 91.02%-39.5pp | 80.50%-29.0pp | 172.34%-120.8pp |
| Employer contribution / active EE | $1,083 | $4,890-77.9% | $4,624-76.6% | $4,379-75.3% |
| Participant deferral / active EE | $10,167 | $8,341+21.9% | $8,004+27.0% | $6,730+51.1% |
| Admin fee / account holder | $694 | $15,759-95.6% | $14,398-95.2% | $14,365-95.2% |