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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 | $95,952 | $156,398-38.6% | $147,318-34.9% | $138,895-30.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 135.22% | 78.75%+56.5pp | 70.43%+64.8pp | 145.39%-10.2pp |
| Employer contribution / active EE | $8,125 | $4,853+67.4% | $4,593+76.9% | $4,194+93.7% |
| Participant deferral / active EE | $8,125 | $8,237-1.4% | $7,906+2.8% | $6,396+27.0% |
| Admin fee / account holder | $16,131 | $14,976+7.7% | $13,708+17.7% | $12,562+28.4% |