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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 | $208,634 | $117,444+77.6% | $99,479+109.7% | $152,909+36.4% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 18.40% | 31.87%-13.5pp | 30.72%-12.3pp | 345.46%-327.1pp |
| Employer contribution / active EE | $3,506 | $3,014+16.3% | $2,540+38.0% | $4,764-26.4% |
| Participant deferral / active EE | $13,316 | $4,086+225.9% | $3,619+267.9% | $5,851+127.6% |
| Admin fee / account holder | $925 | $7,635-87.9% | $6,253-85.2% | $11,601-92.0% |