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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 | $147,736 | $154,228-4.2% | $145,433+1.6% | $137,256+7.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.74% | 74.59%-57.8pp | 66.58%-49.8pp | 220.34%-203.6pp |
| Employer contribution / active EE | $5,265 | $4,804+9.6% | $4,554+15.6% | $4,156+26.7% |
| Participant deferral / active EE | $15,121 | $8,216+84.0% | $7,897+91.5% | $6,407+136.0% |
| Admin fee / account holder | $803 | $14,344-94.4% | $13,129-93.9% | $12,270-93.5% |