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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 | $158,275 | $106,247+49.0% | $96,515+64.0% | $139,466+13.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 12.60% | 38.47%-25.9pp | 35.73%-23.1pp | 373.66%-361.1pp |
| Employer contribution / active EE | $1,595 | $4,106-61.2% | $3,740-57.4% | $4,754-66.5% |
| Participant deferral / active EE | $16,081 | $5,456+194.8% | $4,880+229.6% | $6,712+139.6% |
| Admin fee / account holder | $1,688 | $7,885-78.6% | $6,735-74.9% | $11,409-85.2% |