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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 | $155,476 | $156,398-0.6% | $147,318+5.5% | $138,895+11.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 16.72% | 78.75%-62.0pp | 70.43%-53.7pp | 145.39%-128.7pp |
| Employer contribution / active EE | $3,470 | $4,853-28.5% | $4,593-24.4% | $4,194-17.3% |
| Participant deferral / active EE | $9,656 | $8,237+17.2% | $7,906+22.1% | $6,396+51.0% |
| Admin fee / account holder | $1,375 | $14,976-90.8% | $13,708-90.0% | $12,562-89.1% |