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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 | $156,283 | $56,544+176.4% | $75,501+107.0% | $70,126+122.9% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.4%+27.6pp | 69.5%+30.5pp |
| Annual return | 17.96% | 23.59%-5.6pp | 27.35%-9.4pp | 73.15%-55.2pp |
| Employer contribution / active EE | $1,596 | $1,817-12.1% | $2,352-32.1% | $2,343-31.9% |
| Participant deferral / active EE | $10,036 | $2,580+289.0% | $3,142+219.4% | $3,332+201.2% |
| Admin fee / account holder | $21,301 | $3,827+456.7% | $5,801+267.2% | $4,645+358.5% |