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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 | $149,432 | $154,228-3.1% | $145,433+2.7% | $137,256+8.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.74% | 74.59%-58.9pp | 66.58%-50.8pp | 220.34%-204.6pp |
| Employer contribution / active EE | $3,666 | $4,804-23.7% | $4,554-19.5% | $4,156-11.8% |
| Participant deferral / active EE | $10,152 | $8,216+23.6% | $7,897+28.5% | $6,407+58.5% |
| Admin fee / account holder | $1,463 | $14,344-89.8% | $13,129-88.9% | $12,270-88.1% |