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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 | $205,287 | $110,379+86.0% | $102,412+100.5% | $145,884+40.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.33% | 24.84%-15.5pp | 24.94%-15.6pp | 551.85%-542.5pp |
| Employer contribution / active EE | $3,138 | $4,216-25.6% | $3,870-18.9% | $4,662-32.7% |
| Participant deferral / active EE | $4,740 | $5,622-15.7% | $5,060-6.3% | $6,690-29.1% |
| Admin fee / account holder | $592 | $9,745-93.9% | $8,388-92.9% | $13,392-95.6% |