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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 | $178,191 | $69,977+154.6% | $108,582+64.1% | $62,881+183.4% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 9.37% | 10.73%-1.4pp | -51.70%+61.1pp | 20.14%-10.8pp |
| Employer contribution / active EE | $3,486 | $2,135+63.3% | $3,758-7.2% | $2,281+52.8% |
| Participant deferral / active EE | $3,138 | $3,165-0.8% | $4,311-27.2% | $3,203-2.0% |
| Admin fee / account holder | $3,109 | $5,076-38.8% | $7,645-59.3% | $4,296-27.6% |