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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 | $143,564 | $156,398-8.2% | $147,318-2.5% | $138,895+3.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 18.10% | 78.75%-60.6pp | 70.43%-52.3pp | 145.39%-127.3pp |
| Employer contribution / active EE | $2,715 | $4,853-44.1% | $4,593-40.9% | $4,194-35.3% |
| Participant deferral / active EE | $8,467 | $8,237+2.8% | $7,906+7.1% | $6,396+32.4% |
| Admin fee / account holder | $1,197 | $14,976-92.0% | $13,708-91.3% | $12,562-90.5% |