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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 | $150,456 | $156,398-3.8% | $147,318+2.1% | $138,895+8.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 19.46% | 78.75%-59.3pp | 70.43%-51.0pp | 145.39%-125.9pp |
| Employer contribution / active EE | $8,343 | $4,853+71.9% | $4,593+81.6% | $4,194+98.9% |
| Participant deferral / active EE | $8,914 | $8,237+8.2% | $7,906+12.7% | $6,396+39.4% |
| Admin fee / account holder | $3,857 | $14,976-74.2% | $13,708-71.9% | $12,562-69.3% |