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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 | $200,203 | $136,860+46.3% | $120,344+66.4% | $154,746+29.4% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 15.84% | 21.38%-5.5pp | 20.30%-4.5pp | 172.34%-156.5pp |
| Employer contribution / active EE | $1,767 | $3,533-50.0% | $3,020-41.5% | $4,379-59.6% |
| Participant deferral / active EE | $9,562 | $5,793+65.1% | $5,135+86.2% | $6,730+42.1% |
| Admin fee / account holder | $390 | $15,393-97.5% | $12,742-96.9% | $14,365-97.3% |