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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 | $151,454 | $156,398-3.2% | $147,318+2.8% | $138,895+9.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 60.87% | 78.75%-17.9pp | 70.43%-9.6pp | 145.39%-84.5pp |
| Employer contribution / active EE | $16,967 | $4,853+249.6% | $4,593+269.4% | $4,194+304.5% |
| Participant deferral / active EE | $15,788 | $8,237+91.7% | $7,906+99.7% | $6,396+146.8% |
| Admin fee / account holder | $551 | $14,976-96.3% | $13,708-96.0% | $12,562-95.6% |