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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 | $140,166 | $148,623-5.7% | $135,974+3.1% | $139,466+0.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 28.08% | 79.30%-51.2pp | 68.30%-40.2pp | 373.66%-345.6pp |
| Employer contribution / active EE | $26,362 | $5,246+402.5% | $4,859+442.6% | $4,754+454.5% |
| Participant deferral / active EE | $19,957 | $8,103+146.3% | $7,760+157.2% | $6,712+197.3% |
| Admin fee / account holder | $22,017 | $12,406+77.5% | $10,767+104.5% | $11,409+93.0% |