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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 | $155,169 | $156,398-0.8% | $147,318+5.3% | $138,895+11.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 13.20% | 78.75%-65.5pp | 70.43%-57.2pp | 145.39%-132.2pp |
| Employer contribution / active EE | $3,205 | $4,853-34.0% | $4,593-30.2% | $4,194-23.6% |
| Participant deferral / active EE | $14,555 | $8,237+76.7% | $7,906+84.1% | $6,396+127.6% |
| Admin fee / account holder | $2,695 | $14,976-82.0% | $13,708-80.3% | $12,562-78.5% |