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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 | $158,245 | $165,399-4.3% | $149,745+5.7% | $158,982-0.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.29% | 348.34%-332.0pp | 276.72%-260.4pp | 302.99%-286.7pp |
| Employer contribution / active EE | $11,597 | $5,105+127.2% | $4,646+149.6% | $4,763+143.5% |
| Participant deferral / active EE | $17,206 | $7,183+139.6% | $6,843+151.4% | $5,983+187.6% |
| Admin fee / account holder | $848 | $10,811-92.2% | $9,312-90.9% | $11,252-92.5% |