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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 | $126,661+58.1% | $113,397+76.6% | $138,895+44.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 15.84% | 25.05%-9.2pp | 23.20%-7.4pp | 145.39%-129.6pp |
| Employer contribution / active EE | $1,767 | $3,456-48.9% | $2,977-40.6% | $4,194-57.9% |
| Participant deferral / active EE | $9,562 | $5,693+68.0% | $5,076+88.4% | $6,396+49.5% |
| Admin fee / account holder | $390 | $14,549-97.3% | $11,957-96.7% | $12,562-96.9% |