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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 | $155,221 | $174,379-11.0% | $152,093+2.1% | $138,895+11.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 18.68% | 74.86%-56.2pp | 66.36%-47.7pp | 145.39%-126.7pp |
| Employer contribution / active EE | $5,594 | $4,652+20.3% | $4,175+34.0% | $4,194+33.4% |
| Participant deferral / active EE | $11,465 | $6,159+86.1% | $5,451+110.3% | $6,396+79.2% |
| Admin fee / account holder | $855 | $16,880-94.9% | $14,497-94.1% | $12,562-93.2% |