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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 | $138,215 | $162,136-14.8% | $152,301-9.2% | $154,746-10.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 12.73% | 91.02%-78.3pp | 80.50%-67.8pp | 172.34%-159.6pp |
| Employer contribution / active EE | $18,687 | $4,890+282.1% | $4,624+304.1% | $4,379+326.7% |
| Participant deferral / active EE | $19,817 | $8,341+137.6% | $8,004+147.6% | $6,730+194.4% |
| Admin fee / account holder | $525 | $15,759-96.7% | $14,398-96.4% | $14,365-96.3% |