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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 | $162,692 | $57,061+185.1% | $85,063+91.3% | $80,911+101.1% |
| Participation rate | 100.0% | 56.3%+43.7pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 14.00% | 21.66%-7.7pp | 66.54%-52.5pp | 35.63%-21.6pp |
| Employer contribution / active EE | $21,678 | $1,799+1105.1% | $2,727+694.9% | $2,756+686.6% |
| Participant deferral / active EE | $4,843 | $3,110+55.7% | $4,523+7.1% | $4,297+12.7% |
| Admin fee / account holder | $3,863 | $4,986-22.5% | $6,155-37.2% | $6,935-44.3% |