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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 | $142,969 | $155,555-8.1% | $146,866-2.7% | $155,188-7.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 16.66% | 115.41%-98.8pp | 102.85%-86.2pp | 148.84%-132.2pp |
| Employer contribution / active EE | $21,637 | $4,647+365.6% | $4,425+389.0% | $4,248+409.4% |
| Participant deferral / active EE | $14,449 | $8,044+79.6% | $7,759+86.2% | $6,531+121.2% |
| Admin fee / account holder | $815 | $14,755-94.5% | $13,620-94.0% | $14,480-94.4% |