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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 | $139,235 | $148,629-6.3% | $135,982+2.4% | $139,487-0.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.34% | 79.33%-60.0pp | 68.32%-49.0pp | 373.84%-354.5pp |
| Employer contribution / active EE | $18,653 | $5,247+255.5% | $4,859+283.9% | $4,755+292.3% |
| Participant deferral / active EE | $25,118 | $8,102+210.0% | $7,760+223.7% | $6,713+274.2% |
| Admin fee / account holder | $12,967 | $12,406+4.5% | $10,767+20.4% | $11,407+13.7% |