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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 | $157,775 | $197,603-20.2% | $177,827-11.3% | $158,950-0.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 19.26% | 58.76%-39.5pp | 48.32%-29.1pp | 302.91%-283.6pp |
| Employer contribution / active EE | $24,879 | $6,698+271.5% | $5,918+320.4% | $4,762+422.5% |
| Participant deferral / active EE | $18,997 | $8,404+126.0% | $7,713+146.3% | $5,983+217.5% |
| Admin fee / account holder | $1,549 | $15,402-89.9% | $12,429-87.5% | $11,248-86.2% |