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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 | $163,333 | $54,541+199.5% | $78,778+107.3% | $70,126+132.9% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 14.92% | 21.07%-6.2pp | 35.62%-20.7pp | 73.15%-58.2pp |
| Employer contribution / active EE | $1,595 | $1,089+46.5% | $1,986-19.7% | $2,343-31.9% |
| Participant deferral / active EE | $2,881 | $2,210+30.4% | $2,958-2.6% | $3,332-13.5% |
| Admin fee / account holder | $17,172 | $3,709+363.0% | $5,134+234.5% | $4,645+269.6% |