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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 | $142,783 | $154,228-7.4% | $145,433-1.8% | $137,256+4.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.05% | 74.59%-54.5pp | 66.58%-46.5pp | 220.34%-200.3pp |
| Employer contribution / active EE | $6,089 | $4,804+26.7% | $4,554+33.7% | $4,156+46.5% |
| Participant deferral / active EE | $15,387 | $8,216+87.3% | $7,897+94.8% | $6,407+140.2% |
| Admin fee / account holder | $1,294 | $14,344-91.0% | $13,129-90.1% | $12,270-89.5% |