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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 | $209,924 | $136,860+53.4% | $120,344+74.4% | $154,746+35.7% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 12.32% | 21.38%-9.1pp | 20.30%-8.0pp | 172.34%-160.0pp |
| Employer contribution / active EE | $16,597 | $3,533+369.8% | $3,020+449.5% | $4,379+279.0% |
| Participant deferral / active EE | $2,837 | $5,793-51.0% | $5,135-44.8% | $6,730-57.9% |
| Admin fee / account holder | $1,650 | $15,393-89.3% | $12,742-87.1% | $14,365-88.5% |