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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 | $110,286 | $40,264+173.9% | $57,349+92.3% | $59,633+84.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 1.88% | 27.51%-25.6pp | 24.40%-22.5pp | 2041.40%-2039.5pp |
| Employer contribution / active EE | $8,862 | $1,922+361.1% | $2,689+229.6% | $2,203+302.3% |
| Participant deferral / active EE | $4,328 | $2,400+80.3% | $3,162+36.9% | $3,192+35.6% |
| Admin fee / account holder | $5,471 | $2,819+94.0% | $3,356+63.0% | $4,297+27.3% |