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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 | $149,522 | $154,228-3.1% | $145,433+2.8% | $137,256+8.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.84% | 74.59%-57.7pp | 66.58%-49.7pp | 220.34%-203.5pp |
| Employer contribution / active EE | $12,824 | $4,804+166.9% | $4,554+181.6% | $4,156+208.6% |
| Participant deferral / active EE | $15,845 | $8,216+92.9% | $7,897+100.6% | $6,407+147.3% |
| Admin fee / account holder | $1,675 | $14,344-88.3% | $13,129-87.2% | $12,270-86.3% |