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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 | $156,118 | $55,706+180.3% | $75,888+105.7% | $72,986+113.9% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 22.46% | 27.59%-5.1pp | 30.76%-8.3pp | 81.01%-58.5pp |
| Employer contribution / active EE | $7,142 | $1,687+323.5% | $2,501+185.6% | $2,440+192.7% |
| Participant deferral / active EE | $11,948 | $2,634+353.6% | $3,603+231.6% | $3,607+231.2% |
| Admin fee / account holder | $1,980 | $3,978-50.2% | $5,419-63.5% | $5,124-61.4% |