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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 | $155,555-5.4% | $146,866+0.2% | $155,188-5.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 17.75% | 115.41%-97.7pp | 102.85%-85.1pp | 148.84%-131.1pp |
| Employer contribution / active EE | $10,459 | $4,647+125.1% | $4,425+136.4% | $4,248+146.2% |
| Participant deferral / active EE | $8,080 | $8,044+0.4% | $7,759+4.1% | $6,531+23.7% |
| Admin fee / account holder | $610 | $14,755-95.9% | $13,620-95.5% | $14,480-95.8% |