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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 | $144,998 | $54,763+164.8% | $90,324+60.5% | $72,976+98.7% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 17.52% | 30.63%-13.1pp | 78.15%-60.6pp | 81.02%-63.5pp |
| Employer contribution / active EE | $1,734 | $2,093-17.1% | $2,856-39.3% | $2,440-28.9% |
| Participant deferral / active EE | $3,731 | $2,887+29.2% | $3,885-4.0% | $3,608+3.4% |
| Admin fee / account holder | $14,107 | $3,973+255.0% | $5,356+163.4% | $5,124+175.3% |