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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 | $144,844 | $154,228-6.1% | $145,433-0.4% | $137,256+5.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.36% | 74.59%-61.2pp | 66.58%-53.2pp | 220.34%-207.0pp |
| Employer contribution / active EE | $4,281 | $4,804-10.9% | $4,554-6.0% | $4,156+3.0% |
| Participant deferral / active EE | $10,866 | $8,216+32.3% | $7,897+37.6% | $6,407+69.6% |
| Admin fee / account holder | $23,147 | $14,344+61.4% | $13,129+76.3% | $12,270+88.6% |