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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 | $159,739 | $156,398+2.1% | $147,318+8.4% | $138,895+15.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 13.47% | 78.75%-65.3pp | 70.43%-57.0pp | 145.39%-131.9pp |
| Employer contribution / active EE | $4,293 | $4,853-11.5% | $4,593-6.5% | $4,194+2.4% |
| Participant deferral / active EE | $4,857 | $8,237-41.0% | $7,906-38.6% | $6,396-24.1% |
| Admin fee / account holder | $1,923 | $14,976-87.2% | $13,708-86.0% | $12,562-84.7% |