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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 | $151,744 | $174,379-13.0% | $152,093-0.2% | $138,895+9.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 13.85% | 74.86%-61.0pp | 66.36%-52.5pp | 145.39%-131.5pp |
| Employer contribution / active EE | $3,562 | $4,652-23.4% | $4,175-14.7% | $4,194-15.1% |
| Participant deferral / active EE | $7,616 | $6,159+23.7% | $5,451+39.7% | $6,396+19.1% |
| Admin fee / account holder | $2,033 | $16,880-88.0% | $14,497-86.0% | $12,562-83.8% |