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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 | $166,835 | $156,398+6.7% | $147,318+13.2% | $138,895+20.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 15.51% | 78.75%-63.2pp | 70.43%-54.9pp | 145.39%-129.9pp |
| Employer contribution / active EE | $2,571 | $4,853-47.0% | $4,593-44.0% | $4,194-38.7% |
| Participant deferral / active EE | $17,200 | $8,237+108.8% | $7,906+117.5% | $6,396+168.9% |
| Admin fee / account holder | $890 | $14,976-94.1% | $13,708-93.5% | $12,562-92.9% |