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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 | $192,240 | $124,351+54.6% | $109,188+76.1% | $167,553+14.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 15.38% | 26.04%-10.7pp | 25.76%-10.4pp | 478.89%-463.5pp |
| Employer contribution / active EE | $8,489 | $4,210+101.6% | $3,723+128.0% | $4,840+75.4% |
| Participant deferral / active EE | $8,244 | $5,257+56.8% | $4,654+77.1% | $6,343+30.0% |
| Admin fee / account holder | $767 | $7,975-90.4% | $6,755-88.7% | $12,316-93.8% |