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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 | $232,018 | $127,387+82.1% | $115,038+101.7% | $125,389+85.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.88% | 31.28%-32.2pp | 26.14%-27.0pp | 282.24%-283.1pp |
| Employer contribution / active EE | $6,719 | $5,166+30.1% | $4,608+45.8% | $4,866+38.1% |
| Participant deferral / active EE | $9,587 | $6,423+49.3% | $6,026+59.1% | $5,352+79.1% |
| Admin fee / account holder | $380 | $9,516-96.0% | $8,175-95.4% | $9,541-96.0% |