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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 | $174,315 | $63,773+173.3% | $81,286+114.4% | $80,925+115.4% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.7%+32.3pp |
| Annual return | 14.00% | 16.37%-2.4pp | 24.80%-10.8pp | 35.65%-21.6pp |
| Employer contribution / active EE | $5,899 | $1,979+198.0% | $2,463+139.5% | $2,756+114.0% |
| Participant deferral / active EE | $9,611 | $3,093+210.7% | $3,883+147.5% | $4,299+123.6% |
| Admin fee / account holder | $40,548 | $5,682+613.6% | $5,764+603.5% | $6,940+484.3% |