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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 | $183,615 | $93,064+97.3% | $74,577+146.2% | $273,972-33.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 6.98% | 26.18%-19.2pp | 20.47%-13.5pp | 41.46%-34.5pp |
| Employer contribution / active EE | $9,167 | $3,160+190.1% | $2,525+263.0% | $4,869+88.3% |
| Participant deferral / active EE | $1,400 | $4,160-66.3% | $3,458-59.5% | $5,287-73.5% |
| Admin fee / account holder | $436 | $5,273-91.7% | $4,138-89.5% | $10,133-95.7% |