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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 | $138,041 | $165,399-16.5% | $149,745-7.8% | $158,982-13.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 24.92% | 348.34%-323.4pp | 276.72%-251.8pp | 302.99%-278.1pp |
| Employer contribution / active EE | $14,679 | $5,105+187.6% | $4,646+216.0% | $4,763+208.2% |
| Participant deferral / active EE | $12,904 | $7,183+79.7% | $6,843+88.6% | $5,983+115.7% |
| Admin fee / account holder | $751 | $10,811-93.1% | $9,312-91.9% | $11,252-93.3% |