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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 | $144,035 | $154,228-6.6% | $145,433-1.0% | $137,256+4.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.07% | 74.59%-59.5pp | 66.58%-51.5pp | 220.34%-205.3pp |
| Employer contribution / active EE | $3,608 | $4,804-24.9% | $4,554-20.8% | $4,156-13.2% |
| Participant deferral / active EE | $12,076 | $8,216+47.0% | $7,897+52.9% | $6,407+88.5% |
| Admin fee / account holder | $712 | $14,344-95.0% | $13,129-94.6% | $12,270-94.2% |