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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 | $198,479 | $100,970+96.6% | $96,576+105.5% | $137,256+44.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 15.28% | 38.16%-22.9pp | 38.47%-23.2pp | 220.34%-205.1pp |
| Employer contribution / active EE | $2,840 | $3,809-25.5% | $3,553-20.1% | $4,156-31.7% |
| Participant deferral / active EE | $2,920 | $8,286-64.8% | $7,956-63.3% | $6,407-54.4% |
| Admin fee / account holder | $564 | $11,312-95.0% | $11,381-95.0% | $12,270-95.4% |