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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 | $154,782 | $72,114+114.6% | $108,745+42.3% | $62,881+146.2% |
| Participation rate | 100.0% | 74.6%+25.4pp | 77.7%+22.3pp | 69.3%+30.7pp |
| Annual return | 5.86% | 13.41%-7.6pp | 46.22%-40.4pp | 20.14%-14.3pp |
| Employer contribution / active EE | $1,650 | $2,694-38.7% | $3,323-50.3% | $2,281-27.7% |
| Participant deferral / active EE | $14,283 | $4,044+253.2% | $5,121+178.9% | $3,203+345.9% |
| Admin fee / account holder | $41,674 | $4,608+804.4% | $6,144+578.3% | $4,296+870.1% |