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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 | $171,124 | $78,423+118.2% | $95,964+78.3% | $79,856+114.3% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 10.80% | 19.37%-8.6pp | 91.64%-80.8pp | 31.71%-20.9pp |
| Employer contribution / active EE | $1,190 | $1,945-38.8% | $2,541-53.2% | $2,471-51.8% |
| Participant deferral / active EE | $5,801 | $3,440+68.6% | $4,167+39.2% | $3,741+55.1% |
| Admin fee / account holder | $1,231 | $5,622-78.1% | $6,797-81.9% | $5,306-76.8% |