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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 | $239,709 | $140,592+70.5% | $123,105+94.7% | $125,389+91.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -1.65% | 16.80%-18.4pp | 13.22%-14.9pp | 282.24%-283.9pp |
| Employer contribution / active EE | $18,924 | $6,041+213.3% | $5,151+267.4% | $4,866+288.9% |
| Participant deferral / active EE | $17,000 | $6,980+143.5% | $6,229+172.9% | $5,352+217.7% |
| Admin fee / account holder | $741 | $11,198-93.4% | $9,014-91.8% | $9,541-92.2% |