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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 | $144,708 | $154,228-6.2% | $145,433-0.5% | $137,256+5.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.64% | 74.59%-58.9pp | 66.58%-50.9pp | 220.34%-204.7pp |
| Employer contribution / active EE | $2,588 | $4,804-46.1% | $4,554-43.2% | $4,156-37.7% |
| Participant deferral / active EE | $11,718 | $8,216+42.6% | $7,897+48.4% | $6,407+82.9% |
| Admin fee / account holder | $1,750 | $14,344-87.8% | $13,129-86.7% | $12,270-85.7% |