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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 | $130,463 | $110,410+18.2% | $102,437+27.4% | $145,897-10.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 36.06% | 24.85%+11.2pp | 24.95%+11.1pp | 552.29%-516.2pp |
| Employer contribution / active EE | $23,654 | $4,217+460.9% | $3,871+511.1% | $4,663+407.3% |
| Participant deferral / active EE | $13,804 | $5,622+145.6% | $5,060+172.8% | $6,689+106.4% |
| Admin fee / account holder | $467 | $9,745-95.2% | $8,388-94.4% | $13,390-96.5% |