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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 | $154,228-4.5% | $145,433+1.2% | $137,256+7.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.75% | 74.59%-56.8pp | 66.58%-48.8pp | 220.34%-202.6pp |
| Employer contribution / active EE | $10,459 | $4,804+117.7% | $4,554+129.6% | $4,156+151.6% |
| Participant deferral / active EE | $8,080 | $8,216-1.7% | $7,897+2.3% | $6,407+26.1% |
| Admin fee / account holder | $610 | $14,344-95.8% | $13,129-95.4% | $12,270-95.0% |