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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 | $133,414 | $58,099+129.6% | $76,902+73.5% | $75,177+77.5% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 13.09% | 26.71%-13.6pp | 37.91%-24.8pp | 160.75%-147.7pp |
| Employer contribution / active EE | $1,760 | $1,996-11.8% | $2,534-30.5% | $2,671-34.1% |
| Participant deferral / active EE | $9,536 | $2,999+218.0% | $3,833+148.8% | $4,126+131.1% |
| Admin fee / account holder | $15,204 | $4,778+218.2% | $5,479+177.5% | $5,651+169.0% |