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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 | $149,041 | $154,228-3.4% | $145,433+2.5% | $137,256+8.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.99% | 74.59%-61.6pp | 66.58%-53.6pp | 220.34%-207.4pp |
| Employer contribution / active EE | $18,978 | $4,804+295.0% | $4,554+316.7% | $4,156+356.6% |
| Participant deferral / active EE | $17,266 | $8,216+110.1% | $7,897+118.6% | $6,407+169.5% |
| Admin fee / account holder | $1,081 | $14,344-92.5% | $13,129-91.8% | $12,270-91.2% |