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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 | $164,326 | $67,606+143.1% | $82,313+99.6% | $70,124+134.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 14.22% | 21.57%-7.3pp | 25.88%-11.7pp | 73.14%-58.9pp |
| Employer contribution / active EE | $1,064 | $1,755-39.4% | $2,428-56.2% | $2,342-54.6% |
| Participant deferral / active EE | $4,871 | $2,987+63.1% | $3,706+31.4% | $3,332+46.2% |
| Admin fee / account holder | $21,415 | $4,512+374.6% | $5,608+281.9% | $4,645+361.0% |