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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 | $132,792 | $54,380+144.2% | $68,509+93.8% | $59,633+122.7% |
| Participation rate | 100.0% | 70.2%+29.8pp | 74.7%+25.3pp | 68.7%+31.3pp |
| Annual return | 11.62% | 2.83%+8.8pp | 8.27%+3.4pp | 2041.45%-2029.8pp |
| Employer contribution / active EE | $18,324 | $1,539+1091.0% | $2,278+704.5% | $2,203+731.9% |
| Participant deferral / active EE | $0 | $2,643-100.0% | $3,382-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,159 | $3,885-70.2% | $5,275-78.0% | $4,297-73.0% |