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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 | $197,637-20.2% | $177,848-11.3% | $158,982-0.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 19.26% | 58.77%-39.5pp | 48.33%-29.1pp | 302.99%-283.7pp |
| Employer contribution / active EE | $24,879 | $6,698+271.4% | $5,919+320.3% | $4,763+422.4% |
| Participant deferral / active EE | $18,997 | $8,405+126.0% | $7,714+146.3% | $5,983+217.5% |
| Admin fee / account holder | $1,549 | $15,406-89.9% | $12,431-87.5% | $11,252-86.2% |