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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 | $142,130 | $154,228-7.8% | $145,433-2.3% | $137,256+3.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.37% | 74.59%-59.2pp | 66.58%-51.2pp | 220.34%-205.0pp |
| Employer contribution / active EE | $1,987 | $4,804-58.6% | $4,554-56.4% | $4,156-52.2% |
| Participant deferral / active EE | $7,700 | $8,216-6.3% | $7,897-2.5% | $6,407+20.2% |
| Admin fee / account holder | $1,442 | $14,344-89.9% | $13,129-89.0% | $12,270-88.2% |