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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 | $183,705 | $46,596+294.3% | $64,099+186.6% | $75,181+144.4% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 13.35% | 26.04%-12.7pp | 33.70%-20.3pp | 160.69%-147.3pp |
| Employer contribution / active EE | $3,392 | $1,975+71.7% | $2,748+23.4% | $2,671+27.0% |
| Participant deferral / active EE | $5,306 | $2,837+87.0% | $3,881+36.7% | $4,126+28.6% |
| Admin fee / account holder | $7,242 | $2,954+145.1% | $3,070+135.9% | $5,650+28.2% |