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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 | $171,003 | $65,367+161.6% | $92,915+84.0% | $72,976+134.3% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 22.50% | 42.11%-19.6pp | 109.45%-87.0pp | 81.02%-58.5pp |
| Employer contribution / active EE | $2,204 | $2,594-15.0% | $3,653-39.7% | $2,440-9.7% |
| Participant deferral / active EE | $5,586 | $3,128+78.6% | $4,238+31.8% | $3,608+54.8% |
| Admin fee / account holder | $30,930 | $4,251+627.5% | $5,796+433.7% | $5,124+503.6% |