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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 | $142,737 | $154,228-7.5% | $145,433-1.9% | $137,256+4.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 51.52% | 74.59%-23.1pp | 66.58%-15.1pp | 220.34%-168.8pp |
| Employer contribution / active EE | $1,083 | $4,804-77.5% | $4,554-76.2% | $4,156-74.0% |
| Participant deferral / active EE | $10,167 | $8,216+23.7% | $7,897+28.7% | $6,407+58.7% |
| Admin fee / account holder | $694 | $14,344-95.2% | $13,129-94.7% | $12,270-94.3% |