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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 | $123,684 | $48,053+157.4% | $84,628+46.1% | $72,975+69.5% |
| Participation rate | 100.0% | 57.6%+42.4pp | 68.2%+31.8pp | 69.5%+30.5pp |
| Annual return | 20.13% | 37.39%-17.3pp | 258.80%-238.7pp | 81.01%-60.9pp |
| Employer contribution / active EE | $1,259 | $1,602-21.4% | $2,653-52.5% | $2,440-48.4% |
| Participant deferral / active EE | $3,488 | $2,681+30.1% | $3,900-10.6% | $3,608-3.3% |
| Admin fee / account holder | $17,101 | $3,395+403.7% | $4,914+248.0% | $5,124+233.7% |