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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 | $137,687 | $148,629-7.4% | $135,982+1.3% | $139,487-1.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.36% | 79.33%-66.0pp | 68.32%-55.0pp | 373.84%-360.5pp |
| Employer contribution / active EE | $14,596 | $5,247+178.2% | $4,859+200.4% | $4,755+207.0% |
| Participant deferral / active EE | $8,617 | $8,102+6.3% | $7,760+11.0% | $6,713+28.4% |
| Admin fee / account holder | $1,247 | $12,406-89.9% | $10,767-88.4% | $11,407-89.1% |