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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 | $157,335 | $154,228+2.0% | $145,433+8.2% | $137,256+14.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.93% | 74.59%-57.7pp | 66.58%-49.6pp | 220.34%-203.4pp |
| Employer contribution / active EE | $3,998 | $4,804-16.8% | $4,554-12.2% | $4,156-3.8% |
| Participant deferral / active EE | $8,464 | $8,216+3.0% | $7,897+7.2% | $6,407+32.1% |
| Admin fee / account holder | $2,826 | $14,344-80.3% | $13,129-78.5% | $12,270-77.0% |