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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 | $156,179 | $154,228+1.3% | $145,433+7.4% | $137,256+13.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.71% | 74.59%-60.9pp | 66.58%-52.9pp | 220.34%-206.6pp |
| Employer contribution / active EE | $1,680 | $4,804-65.0% | $4,554-63.1% | $4,156-59.6% |
| Participant deferral / active EE | $6,880 | $8,216-16.3% | $7,897-12.9% | $6,407+7.4% |
| Admin fee / account holder | $379 | $14,344-97.4% | $13,129-97.1% | $12,270-96.9% |