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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 | $224,530 | $127,387+76.3% | $115,038+95.2% | $125,389+79.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.18% | 31.28%-31.5pp | 26.14%-26.3pp | 282.24%-282.4pp |
| Employer contribution / active EE | $2,500 | $5,166-51.6% | $4,608-45.7% | $4,866-48.6% |
| Participant deferral / active EE | $12,269 | $6,423+91.0% | $6,026+103.6% | $5,352+129.3% |
| Admin fee / account holder | $354 | $9,516-96.3% | $8,175-95.7% | $9,541-96.3% |