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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 | $131,770 | $162,821-19.1% | $133,978-1.6% | $158,982-17.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 24.12% | 41.95%-17.8pp | 45.10%-21.0pp | 302.99%-278.9pp |
| Employer contribution / active EE | $32,363 | $4,976+550.4% | $3,919+725.8% | $4,763+579.5% |
| Participant deferral / active EE | $25,500 | $5,910+331.4% | $5,047+405.2% | $5,983+326.2% |
| Admin fee / account holder | $766 | $11,742-93.5% | $8,930-91.4% | $11,252-93.2% |