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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 | $126,268 | $148,629-15.0% | $135,982-7.1% | $139,487-9.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.10% | 79.33%-66.2pp | 68.32%-55.2pp | 373.84%-360.7pp |
| Employer contribution / active EE | $17,477 | $5,247+233.1% | $4,859+259.7% | $4,755+267.6% |
| Participant deferral / active EE | $15,167 | $8,102+87.2% | $7,760+95.4% | $6,713+125.9% |
| Admin fee / account holder | $691 | $12,406-94.4% | $10,767-93.6% | $11,407-93.9% |