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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 | $132,570 | $154,228-14.0% | $145,433-8.8% | $137,256-3.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 28.09% | 74.59%-46.5pp | 66.58%-38.5pp | 220.34%-192.2pp |
| Employer contribution / active EE | $10,553 | $4,804+119.7% | $4,554+131.7% | $4,156+153.9% |
| Participant deferral / active EE | $19,181 | $8,216+133.4% | $7,897+142.9% | $6,407+199.4% |
| Admin fee / account holder | $536 | $14,344-96.3% | $13,129-95.9% | $12,270-95.6% |