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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 | $142,641 | $183,592-22.3% | $155,574-8.3% | $145,877-2.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.77% | 61.37%-49.6pp | 64.87%-53.1pp | 551.28%-539.5pp |
| Employer contribution / active EE | $36,434 | $5,317+585.3% | $4,676+679.2% | $4,663+681.4% |
| Participant deferral / active EE | $23,821 | $6,466+268.4% | $5,629+323.2% | $6,691+256.0% |
| Admin fee / account holder | $1,579 | $19,316-91.8% | $15,914-90.1% | $13,402-88.2% |