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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 | $151,518 | $110,303+37.4% | $95,759+58.2% | $139,487+8.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 17.14% | 27.19%-10.1pp | 28.42%-11.3pp | 373.84%-356.7pp |
| Employer contribution / active EE | $1,105 | $3,261-66.1% | $2,836-61.0% | $4,755-76.8% |
| Participant deferral / active EE | $15,000 | $4,674+220.9% | $4,244+253.5% | $6,713+123.5% |
| Admin fee / account holder | $3,173 | $6,615-52.0% | $5,678-44.1% | $11,407-72.2% |