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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 | $154,228+3.3% | $145,433+9.6% | $137,256+16.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.54% | 74.59%-53.1pp | 66.58%-45.0pp | 220.34%-198.8pp |
| Employer contribution / active EE | $5,268 | $4,804+9.6% | $4,554+15.7% | $4,156+26.7% |
| Participant deferral / active EE | $27,091 | $8,216+229.7% | $7,897+243.0% | $6,407+322.8% |
| Admin fee / account holder | $320 | $14,344-97.8% | $13,129-97.6% | $12,270-97.4% |