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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 | $158,281 | $156,398+1.2% | $147,318+7.4% | $138,895+14.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 17.58% | 78.75%-61.2pp | 70.43%-52.9pp | 145.39%-127.8pp |
| Employer contribution / active EE | $2,347 | $4,853-51.6% | $4,593-48.9% | $4,194-44.0% |
| Participant deferral / active EE | $12,133 | $8,237+47.3% | $7,906+53.5% | $6,396+89.7% |
| Admin fee / account holder | $304 | $14,976-98.0% | $13,708-97.8% | $12,562-97.6% |