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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 | $170,678 | $55,453+207.8% | $170,435+0.1% | $62,293+174.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 15.53% | 21.38%-5.8pp | 205.94%-190.4pp | 28.90%-13.4pp |
| Employer contribution / active EE | $1,582 | $2,164-26.9% | $5,432-70.9% | $2,042-22.5% |
| Participant deferral / active EE | $3,479 | $2,303+51.1% | $4,939-29.6% | $3,169+9.8% |
| Admin fee / account holder | $8,725 | $455+1817.4% | $13,881-37.1% | $479+1720.2% |