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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 | $156,388 | $80,992+93.1% | $96,534+62.0% | $75,173+108.0% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 25.76% | 27.05%-1.3pp | 25.88%-0.1pp | 160.72%-135.0pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,639 | $3,929-32.9% | $4,851-45.6% | $4,126-36.1% |
| Admin fee / account holder | $5,941 | $6,717-11.6% | $8,253-28.0% | $5,651+5.1% |