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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 | $175,959 | $115,225+52.7% | $100,712+74.7% | $138,895+26.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 16.15% | 40.35%-24.2pp | 33.27%-17.1pp | 145.39%-129.2pp |
| Employer contribution / active EE | $1,745 | $2,771-37.0% | $2,313-24.6% | $4,194-58.4% |
| Participant deferral / active EE | $10,232 | $4,699+117.7% | $4,085+150.5% | $6,396+60.0% |
| Admin fee / account holder | $374 | $10,844-96.5% | $9,256-96.0% | $12,562-97.0% |