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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 | $169,452 | $162,136+4.5% | $152,301+11.3% | $154,746+9.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 13.94% | 91.02%-77.1pp | 80.50%-66.6pp | 172.34%-158.4pp |
| Employer contribution / active EE | $1,236 | $4,890-74.7% | $4,624-73.3% | $4,379-71.8% |
| Participant deferral / active EE | $4,589 | $8,341-45.0% | $8,004-42.7% | $6,730-31.8% |
| Admin fee / account holder | $1,835 | $15,759-88.4% | $14,398-87.3% | $14,365-87.2% |