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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 | $215,194 | $67,602+218.3% | $82,312+161.4% | $70,126+206.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 12.30% | 21.57%-9.3pp | 25.88%-13.6pp | 73.15%-60.9pp |
| Employer contribution / active EE | $1,638 | $1,755-6.7% | $2,428-32.6% | $2,343-30.1% |
| Participant deferral / active EE | $9,246 | $2,987+209.5% | $3,706+149.5% | $3,332+177.5% |
| Admin fee / account holder | $14,365 | $4,512+218.4% | $5,608+156.2% | $4,645+209.2% |