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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 | $156,653 | $174,379-10.2% | $152,093+3.0% | $138,895+12.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 13.10% | 74.86%-61.8pp | 66.36%-53.3pp | 145.39%-132.3pp |
| Employer contribution / active EE | $3,926 | $4,652-15.6% | $4,175-5.9% | $4,194-6.4% |
| Participant deferral / active EE | $4,783 | $6,159-22.3% | $5,451-12.3% | $6,396-25.2% |
| Admin fee / account holder | $736 | $16,880-95.6% | $14,497-94.9% | $12,562-94.1% |