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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 | $162,869 | $69,977+132.7% | $108,582+50.0% | $62,881+159.0% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 14.05% | 10.73%+3.3pp | -51.70%+65.7pp | 20.14%-6.1pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,916 | $3,165-39.5% | $4,311-55.6% | $3,203-40.2% |
| Admin fee / account holder | $4,872 | $5,076-4.0% | $7,645-36.3% | $4,296+13.4% |