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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 | $181,837 | $59,440+205.9% | $78,004+133.1% | $82,637+120.0% |
| Participation rate | 100.0% | 62.8%+37.2pp | 69.4%+30.6pp | 68.1%+31.9pp |
| Annual return | 16.57% | 40.24%-23.7pp | 31.07%-14.5pp | 53.51%-36.9pp |
| Employer contribution / active EE | $1,417 | $1,750-19.0% | $2,469-42.6% | $2,552-44.5% |
| Participant deferral / active EE | $1,372 | $3,138-56.3% | $4,092-66.5% | $4,126-66.8% |
| Admin fee / account holder | $535 | $5,504-90.3% | $7,578-92.9% | $7,339-92.7% |