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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 | $154,662 | $49,255+214.0% | $70,494+119.4% | $79,856+93.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 9.20% | 30.10%-20.9pp | 109.16%-100.0pp | 31.71%-22.5pp |
| Employer contribution / active EE | $2,304 | $2,100+9.7% | $2,738-15.9% | $2,471-6.8% |
| Participant deferral / active EE | $3,901 | $2,768+40.9% | $3,711+5.1% | $3,741+4.3% |
| Admin fee / account holder | $22,442 | $2,879+679.5% | $3,848+483.2% | $5,306+322.9% |