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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 | $153,200 | $71,878+113.1% | $86,698+76.7% | $68,486+123.7% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | 34.20% | 3.53%+30.7pp | 35.95%-1.7pp | -7.85%+42.1pp |
| Employer contribution / active EE | $1,122 | $2,173-48.4% | $2,837-60.4% | $2,597-56.8% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $900 | $6,113-85.3% | $7,493-88.0% | $5,404-83.3% |