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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 | $139,145 | $156,398-11.0% | $147,318-5.5% | $138,895+0.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 15.10% | 78.75%-63.7pp | 70.43%-55.3pp | 145.39%-130.3pp |
| Employer contribution / active EE | $5,788 | $4,853+19.3% | $4,593+26.0% | $4,194+38.0% |
| Participant deferral / active EE | $0 | $8,237-100.0% | $7,906-100.0% | $6,396-100.0% |
| Admin fee / account holder | $672 | $14,976-95.5% | $13,708-95.1% | $12,562-94.7% |