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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 | $138,679 | $157,304-11.8% | $141,197-1.8% | $152,909-9.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.63% | 64.34%-42.7pp | 71.41%-49.8pp | 345.46%-323.8pp |
| Employer contribution / active EE | $6,400 | $5,263+21.6% | $4,736+35.1% | $4,764+34.3% |
| Participant deferral / active EE | $14,547 | $7,111+104.6% | $6,710+116.8% | $5,851+148.6% |
| Admin fee / account holder | $642 | $12,126-94.7% | $10,265-93.7% | $11,601-94.5% |