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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 | $147,278 | $67,602+117.9% | $82,312+78.9% | $70,126+110.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 16.12% | 21.57%-5.4pp | 25.88%-9.8pp | 73.15%-57.0pp |
| Employer contribution / active EE | $10,420 | $1,755+493.7% | $2,428+329.1% | $2,343+344.8% |
| Participant deferral / active EE | $2,352 | $2,987-21.3% | $3,706-36.5% | $3,332-29.4% |
| Admin fee / account holder | $1,504 | $4,512-66.7% | $5,608-73.2% | $4,645-67.6% |