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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 | $213,400 | $45,087+373.3% | $69,483+207.1% | $72,976+192.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 13.58% | 22.67%-9.1pp | 28.99%-15.4pp | 81.02%-67.4pp |
| Employer contribution / active EE | $3,351 | $2,055+63.1% | $2,780+20.6% | $2,440+37.3% |
| Participant deferral / active EE | $4,779 | $2,603+83.6% | $3,537+35.1% | $3,608+32.5% |
| Admin fee / account holder | $44,745 | $3,057+1363.7% | $3,841+1064.9% | $5,124+773.2% |