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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 | $154,330 | $154,228+0.1% | $145,433+6.1% | $137,256+12.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.22% | 74.59%-60.4pp | 66.58%-52.4pp | 220.34%-206.1pp |
| Employer contribution / active EE | $4,918 | $4,804+2.4% | $4,554+8.0% | $4,156+18.3% |
| Participant deferral / active EE | $12,169 | $8,216+48.1% | $7,897+54.1% | $6,407+89.9% |
| Admin fee / account holder | $14,641 | $14,344+2.1% | $13,129+11.5% | $12,270+19.3% |