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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 | $203,652 | $211,288-3.6% | $178,540+14.1% | $145,884+39.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 16.24% | 30.27%-14.0pp | 27.15%-10.9pp | 551.85%-535.6pp |
| Employer contribution / active EE | $9,823 | $4,574+114.8% | $3,953+148.5% | $4,662+110.7% |
| Participant deferral / active EE | $8,387 | $6,967+20.4% | $6,281+33.5% | $6,690+25.4% |
| Admin fee / account holder | $1,602 | $12,105-86.8% | $10,424-84.6% | $13,392-88.0% |