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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 | $209,917 | $110,240+90.4% | $96,544+117.4% | $139,487+50.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 14.94% | 26.41%-11.5pp | 25.88%-10.9pp | 373.84%-358.9pp |
| Employer contribution / active EE | $3,067 | $3,622-15.3% | $2,966+3.4% | $4,755-35.5% |
| Participant deferral / active EE | $6,783 | $5,549+22.2% | $4,851+39.8% | $6,713+1.0% |
| Admin fee / account holder | $764 | $11,602-93.4% | $8,254-90.7% | $11,407-93.3% |