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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 | $179,069 | $45,082+297.2% | $69,464+157.8% | $72,975+145.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 15.40% | 22.66%-7.3pp | 28.98%-13.6pp | 81.01%-65.6pp |
| Employer contribution / active EE | $3,417 | $2,055+66.2% | $2,779+22.9% | $2,440+40.0% |
| Participant deferral / active EE | $5,912 | $2,604+127.1% | $3,536+67.2% | $3,608+63.9% |
| Admin fee / account holder | $12,859 | $3,057+320.6% | $3,840+234.8% | $5,124+151.0% |