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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 | $145,778 | $201,372-27.6% | $184,260-20.9% | $145,884-0.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.29% | 29.04%-16.7pp | 28.84%-16.5pp | 551.85%-539.6pp |
| Employer contribution / active EE | $16,860 | $7,024+140.1% | $6,427+162.3% | $4,662+261.6% |
| Participant deferral / active EE | $18,652 | $9,808+90.2% | $9,133+104.2% | $6,690+178.8% |
| Admin fee / account holder | $362 | $16,362-97.8% | $13,898-97.4% | $13,392-97.3% |