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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 | $151,496 | $154,228-1.8% | $145,433+4.2% | $137,256+10.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 26.84% | 74.59%-47.7pp | 66.58%-39.7pp | 220.34%-193.5pp |
| Employer contribution / active EE | $8,185 | $4,804+70.4% | $4,554+79.7% | $4,156+96.9% |
| Participant deferral / active EE | $23,500 | $8,216+186.0% | $7,897+197.6% | $6,407+266.8% |
| Admin fee / account holder | $639 | $14,344-95.5% | $13,129-95.1% | $12,270-94.8% |