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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 | $143,281 | $43,075+232.6% | $74,577+92.1% | $62,881+127.9% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.1%+31.9pp | 69.3%+30.7pp |
| Annual return | 9.44% | 17.50%-8.1pp | 20.47%-11.0pp | 20.14%-10.7pp |
| Employer contribution / active EE | $15,464 | $1,498+932.5% | $2,525+512.4% | $2,281+577.9% |
| Participant deferral / active EE | $5,464 | $2,389+128.7% | $3,458+58.0% | $3,203+70.6% |
| Admin fee / account holder | $1,255 | $2,840-55.8% | $4,138-69.7% | $4,296-70.8% |