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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 | $203,449 | $140,592+44.7% | $123,105+65.3% | $125,389+62.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -1.13% | 16.80%-17.9pp | 13.22%-14.4pp | 282.24%-283.4pp |
| Employer contribution / active EE | $7,157 | $6,041+18.5% | $5,151+38.9% | $4,866+47.1% |
| Participant deferral / active EE | $8,754 | $6,980+25.4% | $6,229+40.5% | $5,352+63.6% |
| Admin fee / account holder | $2,210 | $11,198-80.3% | $9,014-75.5% | $9,541-76.8% |