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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 | $144,714 | $156,398-7.5% | $147,318-1.8% | $138,895+4.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 19.04% | 78.75%-59.7pp | 70.43%-51.4pp | 145.39%-126.4pp |
| Employer contribution / active EE | $2,703 | $4,853-44.3% | $4,593-41.2% | $4,194-35.6% |
| Participant deferral / active EE | $24,348 | $8,237+195.6% | $7,906+208.0% | $6,396+280.7% |
| Admin fee / account holder | $18,191 | $14,976+21.5% | $13,708+32.7% | $12,562+44.8% |