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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 | $207,527 | $110,379+88.0% | $102,412+102.6% | $145,884+42.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.39% | 24.84%-8.4pp | 24.94%-8.5pp | 551.85%-535.5pp |
| Employer contribution / active EE | $4,129 | $4,216-2.1% | $3,870+6.7% | $4,662-11.4% |
| Participant deferral / active EE | $16,716 | $5,622+197.4% | $5,060+230.3% | $6,690+149.9% |
| Admin fee / account holder | $1,912 | $9,745-80.4% | $8,388-77.2% | $13,392-85.7% |