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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 | $144,171 | $63,703+126.3% | $93,063+54.9% | $82,448+74.9% |
| Participation rate | 100.0% | 63.8%+36.2pp | 72.1%+27.9pp | 68.1%+31.9pp |
| Annual return | 16.19% | -775.43%+791.6pp | 34.15%-18.0pp | 41.64%-25.5pp |
| Employer contribution / active EE | $975 | $1,729-43.6% | $2,476-60.6% | $2,551-61.8% |
| Participant deferral / active EE | $8,567 | $2,919+193.5% | $3,958+116.4% | $4,139+107.0% |
| Admin fee / account holder | $10,660 | $5,982+78.2% | $6,033+76.7% | $7,234+47.4% |