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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 | $152,279 | $162,136-6.1% | $152,3010% | $154,746-1.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 21.36% | 91.02%-69.7pp | 80.50%-59.1pp | 172.34%-151.0pp |
| Employer contribution / active EE | $5,949 | $4,890+21.6% | $4,624+28.6% | $4,379+35.9% |
| Participant deferral / active EE | $18,811 | $8,341+125.5% | $8,004+135.0% | $6,730+179.5% |
| Admin fee / account holder | $1,130 | $15,759-92.8% | $14,398-92.2% | $14,365-92.1% |