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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 | $184,709 | $74,535+147.8% | $100,712+83.4% | $82,637+123.5% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 14.79% | 18.92%-4.1pp | 33.27%-18.5pp | 53.51%-38.7pp |
| Employer contribution / active EE | $2,301 | $1,503+53.1% | $2,313-0.5% | $2,552-9.9% |
| Participant deferral / active EE | $5,620 | $3,074+82.8% | $4,085+37.6% | $4,126+36.2% |
| Admin fee / account holder | $1,582 | $6,576-75.9% | $9,256-82.9% | $7,339-78.4% |