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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 | $150,970 | $154,228-2.1% | $145,433+3.8% | $137,256+10.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.81% | 74.59%-59.8pp | 66.58%-51.8pp | 220.34%-205.5pp |
| Employer contribution / active EE | $5,954 | $4,804+23.9% | $4,554+30.7% | $4,156+43.3% |
| Participant deferral / active EE | $5,161 | $8,216-37.2% | $7,897-34.7% | $6,407-19.4% |
| Admin fee / account holder | $12,966 | $14,344-9.6% | $13,129-1.2% | $12,270+5.7% |