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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 | $124,317 | $154,228-19.4% | $145,433-14.5% | $137,256-9.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 54.25% | 74.59%-20.3pp | 66.58%-12.3pp | 220.34%-166.1pp |
| Employer contribution / active EE | $25,590 | $4,804+432.7% | $4,554+461.9% | $4,156+515.7% |
| Participant deferral / active EE | $16,755 | $8,216+103.9% | $7,897+112.2% | $6,407+161.5% |
| Admin fee / account holder | $1,196 | $14,344-91.7% | $13,129-90.9% | $12,270-90.3% |