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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 | $131,003 | $142,354-8.0% | $125,529+4.4% | $155,188-15.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.7%+25.3pp | 80.8%+19.2pp |
| Annual return | 15.48% | 306.06%-290.6pp | 202.56%-187.1pp | 148.84%-133.4pp |
| Employer contribution / active EE | $8,081 | $3,501+130.8% | $3,058+164.3% | $4,248+90.2% |
| Participant deferral / active EE | $24,749 | $5,491+350.7% | $4,813+414.3% | $6,531+278.9% |
| Admin fee / account holder | $309 | $19,392-98.4% | $16,298-98.1% | $14,480-97.9% |