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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 | $139,891 | $114,119+22.6% | $107,187+30.5% | $138,895+0.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 20.26% | 273.21%-252.9pp | 204.55%-184.3pp | 145.39%-125.1pp |
| Employer contribution / active EE | $36,806 | $4,059+806.8% | $3,782+873.1% | $4,194+777.5% |
| Participant deferral / active EE | $13,749 | $5,538+148.3% | $5,096+169.8% | $6,396+114.9% |
| Admin fee / account holder | $1,161 | $10,024-88.4% | $9,162-87.3% | $12,562-90.8% |