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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 | $159,384 | $155,555+2.5% | $146,866+8.5% | $155,188+2.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 21.54% | 115.41%-93.9pp | 102.85%-81.3pp | 148.84%-127.3pp |
| Employer contribution / active EE | $5,268 | $4,647+13.4% | $4,425+19.0% | $4,248+24.0% |
| Participant deferral / active EE | $27,091 | $8,044+236.8% | $7,759+249.1% | $6,531+314.8% |
| Admin fee / account holder | $320 | $14,755-97.8% | $13,620-97.7% | $14,480-97.8% |