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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 | $144,250 | $59,440+142.7% | $78,004+84.9% | $82,637+74.6% |
| Participation rate | 100.0% | 62.8%+37.2pp | 69.4%+30.6pp | 68.1%+31.9pp |
| Annual return | 25.76% | 40.24%-14.5pp | 31.07%-5.3pp | 53.51%-27.7pp |
| Employer contribution / active EE | $1,743 | $1,750-0.4% | $2,469-29.4% | $2,552-31.7% |
| Participant deferral / active EE | $3,586 | $3,138+14.3% | $4,092-12.4% | $4,126-13.1% |
| Admin fee / account holder | $399 | $5,504-92.8% | $7,578-94.7% | $7,339-94.6% |