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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 | $155,907 | $165,399-5.7% | $149,745+4.1% | $158,982-1.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 25.98% | 348.34%-322.4pp | 276.72%-250.7pp | 302.99%-277.0pp |
| Employer contribution / active EE | $25,845 | $5,105+406.3% | $4,646+456.3% | $4,763+442.6% |
| Participant deferral / active EE | $17,333 | $7,183+141.3% | $6,843+153.3% | $5,983+189.7% |
| Admin fee / account holder | $1,348 | $10,811-87.5% | $9,312-85.5% | $11,252-88.0% |