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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 | $145,256 | $156,398-7.1% | $147,318-1.4% | $138,895+4.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 13.88% | 78.75%-64.9pp | 70.43%-56.6pp | 145.39%-131.5pp |
| Employer contribution / active EE | $9,521 | $4,853+96.2% | $4,593+107.3% | $4,194+127.0% |
| Participant deferral / active EE | $9,608 | $8,237+16.6% | $7,906+21.5% | $6,396+50.2% |
| Admin fee / account holder | $17,411 | $14,976+16.3% | $13,708+27.0% | $12,562+38.6% |