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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 | $141,696 | $69,518+103.8% | $59,887+136.6% | $135,379+4.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 14.72% | 7.95%+6.8pp | 3.46%+11.3pp | 519.79%-505.1pp |
| Employer contribution / active EE | $1,300 | $3,235-59.8% | $2,722-52.2% | $4,779-72.8% |
| Participant deferral / active EE | $11,050 | $4,204+162.8% | $3,402+224.8% | $5,609+97.0% |
| Admin fee / account holder | $1,241 | $5,734-78.4% | $3,591-65.5% | $10,828-88.5% |