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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 | $134,694 | $156,398-13.9% | $147,318-8.6% | $138,895-3.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 21.39% | 78.75%-57.4pp | 70.43%-49.0pp | 145.39%-124.0pp |
| Employer contribution / active EE | $14,728 | $4,853+203.5% | $4,593+220.7% | $4,194+251.1% |
| Participant deferral / active EE | $7,500 | $8,237-9.0% | $7,906-5.1% | $6,396+17.2% |
| Admin fee / account holder | $2,823 | $14,976-81.1% | $13,708-79.4% | $12,562-77.5% |