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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 | $145,626 | $156,398-6.9% | $147,318-1.1% | $138,895+4.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 21.60% | 78.75%-57.1pp | 70.43%-48.8pp | 145.39%-123.8pp |
| Employer contribution / active EE | $26,162 | $4,853+439.1% | $4,593+469.6% | $4,194+523.8% |
| Participant deferral / active EE | $19,087 | $8,237+131.7% | $7,906+141.4% | $6,396+198.4% |
| Admin fee / account holder | $24,322 | $14,976+62.4% | $13,708+77.4% | $12,562+93.6% |