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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 | $135,724 | $155,555-12.7% | $146,866-7.6% | $155,188-12.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 15.88% | 115.41%-99.5pp | 102.85%-87.0pp | 148.84%-133.0pp |
| Employer contribution / active EE | $8,367 | $4,647+80.1% | $4,425+89.1% | $4,248+97.0% |
| Participant deferral / active EE | $17,068 | $8,044+112.2% | $7,759+120.0% | $6,531+161.3% |
| Admin fee / account holder | $1,397 | $14,755-90.5% | $13,620-89.7% | $14,480-90.3% |