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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 | $154,748 | $162,136-4.6% | $152,301+1.6% | $154,7460% |
| Participation rate | 88.9% | 84.1%+4.8pp | 82.4%+6.4pp | 80.7%+8.2pp |
| Annual return | 15.38% | 91.02%-75.6pp | 80.50%-65.1pp | 172.34%-157.0pp |
| Employer contribution / active EE | $4,223 | $4,890-13.7% | $4,624-8.7% | $4,379-3.6% |
| Participant deferral / active EE | $10,874 | $8,341+30.4% | $8,004+35.9% | $6,730+61.6% |
| Admin fee / account holder | $947 | $15,759-94.0% | $14,398-93.4% | $14,365-93.4% |