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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 | $193,196 | $84,236+129.4% | $170,439+13.4% | $70,124+175.5% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 20.03% | 23.06%-3.0pp | 205.94%-185.9pp | 73.14%-53.1pp |
| Employer contribution / active EE | $1,791 | $3,387-47.1% | $5,433-67.0% | $2,342-23.5% |
| Participant deferral / active EE | $1,130 | $3,086-63.4% | $4,939-77.1% | $3,332-66.1% |
| Admin fee / account holder | $32,980 | $5,698+478.8% | $13,881+137.6% | $4,645+610.0% |