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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 | $157,508 | $65,703+139.7% | $94,228+67.2% | $59,633+164.1% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | 1.20% | 5.22%-4.0pp | 10.68%-9.5pp | 2041.40%-2040.2pp |
| Employer contribution / active EE | $7,158 | $2,021+254.3% | $3,587+99.6% | $2,203+225.0% |
| Participant deferral / active EE | $10,246 | $3,143+226.0% | $4,320+137.2% | $3,192+221.0% |
| Admin fee / account holder | $1,719 | $4,264-59.7% | $6,269-72.6% | $4,297-60.0% |