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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 | $146,348 | $69,977+109.1% | $108,582+34.8% | $62,881+132.7% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 9.15% | 10.73%-1.6pp | -51.70%+60.8pp | 20.14%-11.0pp |
| Employer contribution / active EE | $2,586 | $2,135+21.1% | $3,758-31.2% | $2,281+13.4% |
| Participant deferral / active EE | $5,386 | $3,165+70.2% | $4,311+24.9% | $3,203+68.2% |
| Admin fee / account holder | $22,014 | $5,076+333.6% | $7,645+187.9% | $4,296+412.5% |