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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 | $150,971 | $67,411+124.0% | $91,004+65.9% | $70,126+115.3% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 25.71% | -40.16%+65.9pp | 4.60%+21.1pp | 73.15%-47.4pp |
| Employer contribution / active EE | $2,181 | $1,786+22.1% | $2,456-11.2% | $2,343-6.9% |
| Participant deferral / active EE | $5,706 | $2,823+102.2% | $3,548+60.8% | $3,332+71.3% |
| Admin fee / account holder | $1,963 | $4,236-53.7% | $5,417-63.8% | $4,645-57.7% |