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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 | $149,820 | $87,733+70.8% | $106,554+40.6% | $85,851+74.5% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 15.45% | 21.86%-6.4pp | 26.80%-11.4pp | 318.63%-303.2pp |
| Employer contribution / active EE | $1,613 | $2,073-22.2% | $2,819-42.8% | $2,565-37.1% |
| Participant deferral / active EE | $3,481 | $3,469+0.3% | $4,398-20.9% | $3,952-11.9% |
| Admin fee / account holder | $1,859 | $6,767-72.5% | $7,408-74.9% | $6,261-70.3% |