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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 | $130,550 | $154,228-15.4% | $145,433-10.2% | $137,256-4.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.14% | 74.59%-55.4pp | 66.58%-47.4pp | 220.34%-201.2pp |
| Employer contribution / active EE | $16,279 | $4,804+238.9% | $4,554+257.4% | $4,156+291.7% |
| Participant deferral / active EE | $29,228 | $8,216+255.7% | $7,897+270.1% | $6,407+356.2% |
| Admin fee / account holder | $954 | $14,344-93.3% | $13,129-92.7% | $12,270-92.2% |