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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 | $129,660 | $174,379-25.6% | $152,093-14.7% | $138,895-6.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 18.17% | 74.86%-56.7pp | 66.36%-48.2pp | 145.39%-127.2pp |
| Employer contribution / active EE | $8,900 | $4,652+91.3% | $4,175+113.2% | $4,194+112.2% |
| Participant deferral / active EE | $18,167 | $6,159+195.0% | $5,451+233.2% | $6,396+184.0% |
| Admin fee / account holder | $1,055 | $16,880-93.8% | $14,497-92.7% | $12,562-91.6% |