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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 | $58,627+210.2% | $76,735+137.0% | $82,448+120.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 69.5%+30.5pp | 68.1%+31.9pp |
| Annual return | 16.57% | 39.10%-22.5pp | 29.77%-13.2pp | 41.64%-25.1pp |
| Employer contribution / active EE | $1,417 | $1,729-18.0% | $2,454-42.3% | $2,551-44.4% |
| Participant deferral / active EE | $1,372 | $3,134-56.2% | $4,088-66.4% | $4,139-66.9% |
| Admin fee / account holder | $535 | $5,323-90.0% | $7,189-92.6% | $7,234-92.6% |