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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 | $153,245 | $92,219+66.2% | $76,766+99.6% | $135,382+13.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 0.04% | 5.46%-5.4pp | 2.43%-2.4pp | 519.77%-519.7pp |
| Employer contribution / active EE | $9,857 | $3,216+206.5% | $2,485+296.7% | $4,779+106.3% |
| Participant deferral / active EE | $8,337 | $4,508+84.9% | $3,851+116.5% | $5,609+48.6% |
| Admin fee / account holder | $8,905 | $10,749-17.2% | $6,675+33.4% | $10,829-17.8% |