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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 | $137,201 | $162,136-15.4% | $152,301-9.9% | $154,746-11.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 20.77% | 91.02%-70.3pp | 80.50%-59.7pp | 172.34%-151.6pp |
| Employer contribution / active EE | $11,734 | $4,890+139.9% | $4,624+153.7% | $4,379+168.0% |
| Participant deferral / active EE | $28,874 | $8,341+246.2% | $8,004+260.8% | $6,730+329.0% |
| Admin fee / account holder | $427 | $15,759-97.3% | $14,398-97.0% | $14,365-97.0% |