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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 | $238,003 | $93,064+155.7% | $74,577+219.1% | $273,972-13.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 6.04% | 26.18%-20.1pp | 20.47%-14.4pp | 41.46%-35.4pp |
| Employer contribution / active EE | $1,020 | $3,160-67.7% | $2,525-59.6% | $4,869-79.1% |
| Participant deferral / active EE | $12,585 | $4,160+202.5% | $3,458+263.9% | $5,287+138.0% |
| Admin fee / account holder | $21,504 | $5,273+307.8% | $4,138+419.7% | $10,133+112.2% |