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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 | $163,303 | $112,729+44.9% | $98,716+65.4% | $137,256+19.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 11.40% | 38.48%-27.1pp | 31.81%-20.4pp | 220.34%-208.9pp |
| Employer contribution / active EE | $1,643 | $2,725-39.7% | $2,279-27.9% | $4,156-60.5% |
| Participant deferral / active EE | $4,330 | $4,640-6.7% | $4,048+7.0% | $6,407-32.4% |
| Admin fee / account holder | $95,815 | $10,129+846.0% | $8,703+1001.0% | $12,270+680.9% |