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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 | $149,860 | $93,071+61.0% | $74,583+100.9% | $273,968-45.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 7.88% | 26.18%-18.3pp | 20.47%-12.6pp | 41.45%-33.6pp |
| Employer contribution / active EE | $17,454 | $3,160+452.4% | $2,525+591.2% | $4,869+258.5% |
| Participant deferral / active EE | $21,574 | $4,160+418.6% | $3,458+523.9% | $5,287+308.0% |
| Admin fee / account holder | $2,931 | $5,272-44.4% | $4,138-29.2% | $10,132-71.1% |