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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 | $130,972 | $154,228-15.1% | $145,433-9.9% | $137,256-4.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.25% | 74.59%-55.3pp | 66.58%-47.3pp | 220.34%-201.1pp |
| Employer contribution / active EE | $11,829 | $4,804+146.2% | $4,554+159.7% | $4,156+184.6% |
| Participant deferral / active EE | $12,901 | $8,216+57.0% | $7,897+63.4% | $6,407+101.4% |
| Admin fee / account holder | $1,187 | $14,344-91.7% | $13,129-91.0% | $12,270-90.3% |