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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 | $119,517 | $40,264+196.8% | $57,349+108.4% | $59,633+100.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 1.35% | 27.51%-26.2pp | 24.40%-23.1pp | 2041.40%-2040.1pp |
| Employer contribution / active EE | $5,850 | $1,922+204.4% | $2,689+117.6% | $2,203+165.6% |
| Participant deferral / active EE | $2,507 | $2,400+4.5% | $3,162-20.7% | $3,192-21.4% |
| Admin fee / account holder | $8,780 | $2,819+211.4% | $3,356+161.6% | $4,297+104.3% |