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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 | $162,781 | $105,623+54.1% | $87,502+86.0% | $273,972-40.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 6.42% | 12.26%-5.8pp | 12.21%-5.8pp | 41.46%-35.0pp |
| Employer contribution / active EE | $2,272 | $3,141-27.7% | $2,550-10.9% | $4,869-53.3% |
| Participant deferral / active EE | $6,990 | $3,601+94.1% | $3,149+122.0% | $5,287+32.2% |
| Admin fee / account holder | $42,554 | $4,781+790.1% | $4,221+908.2% | $10,133+320.0% |