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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 | $141,922 | $162,136-12.5% | $152,301-6.8% | $154,746-8.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 15.49% | 91.02%-75.5pp | 80.50%-65.0pp | 172.34%-156.8pp |
| Employer contribution / active EE | $3,235 | $4,890-33.9% | $4,624-30.1% | $4,379-26.1% |
| Participant deferral / active EE | $9,790 | $8,341+17.4% | $8,004+22.3% | $6,730+45.5% |
| Admin fee / account holder | $741 | $15,759-95.3% | $14,398-94.9% | $14,365-94.8% |