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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 | $152,571 | $162,136-5.9% | $152,301+0.2% | $154,746-1.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 21.31% | 91.02%-69.7pp | 80.50%-59.2pp | 172.34%-151.0pp |
| Employer contribution / active EE | $8,268 | $4,890+69.1% | $4,624+78.8% | $4,379+88.8% |
| Participant deferral / active EE | $23,426 | $8,341+180.9% | $8,004+192.7% | $6,730+248.1% |
| Admin fee / account holder | $1,238 | $15,759-92.1% | $14,398-91.4% | $14,365-91.4% |