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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 | $234,002 | $80,983+189.0% | $96,544+142.4% | $75,177+211.3% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 15.40% | 27.05%-11.7pp | 25.88%-10.5pp | 160.75%-145.3pp |
| Employer contribution / active EE | $4,423 | $2,282+93.8% | $2,966+49.1% | $2,671+65.6% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $15,951 | $6,717+137.5% | $8,254+93.2% | $5,651+182.2% |