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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 | $129,502 | $162,136-20.1% | $152,301-15.0% | $154,746-16.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 11.80% | 91.02%-79.2pp | 80.50%-68.7pp | 172.34%-160.5pp |
| Employer contribution / active EE | $18,212 | $4,890+272.4% | $4,624+293.8% | $4,379+315.9% |
| Participant deferral / active EE | $9,083 | $8,341+8.9% | $8,004+13.5% | $6,730+35.0% |
| Admin fee / account holder | $5,491 | $15,759-65.2% | $14,398-61.9% | $14,365-61.8% |