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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 | $151,539 | $156,398-3.1% | $147,318+2.9% | $138,895+9.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 17.83% | 78.75%-60.9pp | 70.43%-52.6pp | 145.39%-127.6pp |
| Employer contribution / active EE | $7,048 | $4,853+45.2% | $4,593+53.5% | $4,194+68.0% |
| Participant deferral / active EE | $8,676 | $8,237+5.3% | $7,906+9.7% | $6,396+35.6% |
| Admin fee / account holder | $7,516 | $14,976-49.8% | $13,708-45.2% | $12,562-40.2% |