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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 | $138,233 | $183,592-24.7% | $155,574-11.1% | $145,877-5.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.02% | 61.37%-49.4pp | 64.87%-52.8pp | 551.28%-539.3pp |
| Employer contribution / active EE | $6,691 | $5,317+25.8% | $4,676+43.1% | $4,663+43.5% |
| Participant deferral / active EE | $13,050 | $6,466+101.8% | $5,629+131.8% | $6,691+95.1% |
| Admin fee / account holder | $466 | $19,316-97.6% | $15,914-97.1% | $13,402-96.5% |