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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 | $150,633 | $72,177+108.7% | $115,038+30.9% | $59,633+152.6% |
| Participation rate | 96.3% | 72.6%+23.7pp | 81.4%+14.9pp | 68.7%+27.6pp |
| Annual return | 1.88% | 12.02%-10.1pp | 26.14%-24.3pp | 2041.45%-2039.6pp |
| Employer contribution / active EE | $981 | $2,841-65.5% | $4,608-78.7% | $2,203-55.5% |
| Participant deferral / active EE | $9,942 | $4,783+107.9% | $6,026+65.0% | $3,192+211.5% |
| Admin fee / account holder | $26,134 | $4,927+430.4% | $8,175+219.7% | $4,297+508.2% |