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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 | $135,527 | $183,627-26.2% | $155,602-12.9% | $145,978-7.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.23% | 61.32%-51.1pp | 64.81%-54.6pp | 550.52%-540.3pp |
| Employer contribution / active EE | $13,727 | $5,316+158.2% | $4,675+193.6% | $4,662+194.5% |
| Participant deferral / active EE | $8,551 | $6,466+32.3% | $5,629+51.9% | $6,690+27.8% |
| Admin fee / account holder | $892 | $19,327-95.4% | $15,923-94.4% | $13,400-93.3% |