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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 | $147,218 | $156,398-5.9% | $147,318-0.1% | $138,895+6.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 17.75% | 78.75%-61.0pp | 70.43%-52.7pp | 145.39%-127.6pp |
| Employer contribution / active EE | $10,459 | $4,853+115.5% | $4,593+127.7% | $4,194+149.4% |
| Participant deferral / active EE | $8,080 | $8,237-1.9% | $7,906+2.2% | $6,396+26.3% |
| Admin fee / account holder | $610 | $14,976-95.9% | $13,708-95.6% | $12,562-95.1% |