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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 | $155,299 | $71,230+118.0% | $93,727+65.7% | $80,959+91.8% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 12.87% | 11.26%+1.6pp | 133.83%-121.0pp | 35.67%-22.8pp |
| Employer contribution / active EE | $3,872 | $1,565+147.4% | $2,421+59.9% | $2,757+40.4% |
| Participant deferral / active EE | $9,242 | $4,037+128.9% | $4,417+109.2% | $4,300+114.9% |
| Admin fee / account holder | $30,368 | $6,961+336.3% | $8,292+266.2% | $6,925+338.5% |