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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 | $195,944 | $92,798+111.2% | $96,707+102.6% | $137,256+42.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 80.4%+19.6pp | 80.0%+20.0pp |
| Annual return | 17.18% | 31.24%-14.1pp | 34.78%-17.6pp | 220.34%-203.2pp |
| Employer contribution / active EE | $9,856 | $4,147+137.6% | $4,191+135.1% | $4,156+137.1% |
| Participant deferral / active EE | $18,148 | $5,877+208.8% | $5,997+202.6% | $6,407+183.3% |
| Admin fee / account holder | $1,086 | $7,946-86.3% | $7,503-85.5% | $12,270-91.1% |