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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 | $143,817 | $183,516-21.6% | $155,534-7.5% | $145,884-1.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.90% | 61.43%-46.5pp | 64.92%-50.0pp | 551.85%-536.9pp |
| Employer contribution / active EE | $6,736 | $5,315+26.7% | $4,675+44.1% | $4,662+44.5% |
| Participant deferral / active EE | $6,753 | $6,467+4.4% | $5,630+19.9% | $6,690+0.9% |
| Admin fee / account holder | $399 | $19,293-97.9% | $15,900-97.5% | $13,392-97.0% |