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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 | $150,004 | $154,228-2.7% | $145,433+3.1% | $137,256+9.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.14% | 74.59%-58.4pp | 66.58%-50.4pp | 220.34%-204.2pp |
| Employer contribution / active EE | $12,981 | $4,804+170.2% | $4,554+185.0% | $4,156+212.3% |
| Participant deferral / active EE | $24,417 | $8,216+197.2% | $7,897+209.2% | $6,407+281.1% |
| Admin fee / account holder | $12,473 | $14,344-13.0% | $13,129-5.0% | $12,270+1.7% |