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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 | $217,240 | $88,707+144.9% | $74,184+192.8% | $273,972-20.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 3.26% | 11.94%-8.7pp | 17.74%-14.5pp | 41.46%-38.2pp |
| Employer contribution / active EE | $41,949 | $3,159+1227.8% | $2,370+1669.9% | $4,869+761.6% |
| Participant deferral / active EE | $24,000 | $4,212+469.8% | $3,550+576.1% | $5,287+353.9% |
| Admin fee / account holder | $2,301 | $8,717-73.6% | $5,586-58.8% | $10,133-77.3% |