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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 | $156,398-0.1% | $147,318+6.0% | $138,895+12.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 13.71% | 78.75%-65.0pp | 70.43%-56.7pp | 145.39%-131.7pp |
| Employer contribution / active EE | $1,680 | $4,853-65.4% | $4,593-63.4% | $4,194-59.9% |
| Participant deferral / active EE | $6,880 | $8,237-16.5% | $7,906-13.0% | $6,396+7.6% |
| Admin fee / account holder | $379 | $14,976-97.5% | $13,708-97.2% | $12,562-97.0% |