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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 | $148,592 | $148,6290% | $135,982+9.3% | $139,487+6.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.44% | 79.33%-60.9pp | 68.32%-49.9pp | 373.84%-355.4pp |
| Employer contribution / active EE | $11,685 | $5,247+122.7% | $4,859+140.5% | $4,755+145.8% |
| Participant deferral / active EE | $15,118 | $8,102+86.6% | $7,760+94.8% | $6,713+125.2% |
| Admin fee / account holder | $531 | $12,406-95.7% | $10,767-95.1% | $11,407-95.3% |