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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 | $162,038 | $154,228+5.1% | $145,433+11.4% | $137,256+18.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.71% | 74.59%-58.9pp | 66.58%-50.9pp | 220.34%-204.6pp |
| Employer contribution / active EE | $4,122 | $4,804-14.2% | $4,554-9.5% | $4,156-0.8% |
| Participant deferral / active EE | $8,528 | $8,216+3.8% | $7,897+8.0% | $6,407+33.1% |
| Admin fee / account holder | $721 | $14,344-95.0% | $13,129-94.5% | $12,270-94.1% |