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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 | $134,440 | $181,062-25.7% | $158,223-15.0% | $155,188-13.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 18.99% | 57.39%-38.4pp | 52.09%-33.1pp | 148.84%-129.9pp |
| Employer contribution / active EE | $10,360 | $4,565+127.0% | $4,109+152.1% | $4,248+143.9% |
| Participant deferral / active EE | $10,804 | $6,134+76.1% | $5,467+97.6% | $6,531+65.4% |
| Admin fee / account holder | $1,726 | $18,825-90.8% | $16,047-89.2% | $14,480-88.1% |