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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 | $175,625 | $50,554+247.4% | $67,681+159.5% | $87,485+100.8% |
| Participation rate | 100.0% | 67.7%+32.3pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 12.05% | 17.81%-5.8pp | 590.58%-578.5pp | 26.06%-14.0pp |
| Employer contribution / active EE | $1,578 | $1,988-20.6% | $2,678-41.1% | $2,596-39.2% |
| Participant deferral / active EE | $6,774 | $2,961+128.7% | $3,976+70.4% | $4,274+58.5% |
| Admin fee / account holder | $7,999 | $4,132+93.6% | $6,100+31.1% | $7,775+2.9% |