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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 | $144,302 | $154,228-6.4% | $145,433-0.8% | $137,256+5.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.42% | 74.59%-60.2pp | 66.58%-52.2pp | 220.34%-205.9pp |
| Employer contribution / active EE | $4,245 | $4,804-11.6% | $4,554-6.8% | $4,156+2.1% |
| Participant deferral / active EE | $9,140 | $8,216+11.2% | $7,897+15.7% | $6,407+42.7% |
| Admin fee / account holder | $15,078 | $14,344+5.1% | $13,129+14.8% | $12,270+22.9% |