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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 | $187,600 | $63,365+196.1% | $91,994+103.9% | $72,976+157.1% |
| Participation rate | 100.0% | 72.5%+27.5pp | 78.6%+21.4pp | 69.5%+30.5pp |
| Annual return | 20.34% | 35.35%-15.0pp | 69.04%-48.7pp | 81.02%-60.7pp |
| Employer contribution / active EE | $1,064 | $2,116-49.7% | $3,453-69.2% | $2,440-56.4% |
| Participant deferral / active EE | $7,905 | $4,883+61.9% | $5,924+33.4% | $3,608+119.1% |
| Admin fee / account holder | $16,300 | $4,670+249.1% | $7,744+110.5% | $5,124+218.1% |