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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 | $127,801 | $39,162+226.3% | $100,671+26.9% | $59,633+114.3% |
| Participation rate | 100.0% | 55.9%+44.1pp | 70.7%+29.3pp | 68.7%+31.3pp |
| Annual return | 1.55% | 21.07%-19.5pp | 20.43%-18.9pp | 2041.45%-2039.9pp |
| Employer contribution / active EE | $2,700 | $1,151+134.7% | $4,012-32.7% | $2,203+22.6% |
| Participant deferral / active EE | $2,700 | $1,992+35.5% | $3,144-14.1% | $3,192-15.4% |
| Admin fee / account holder | $7,891 | $2,969+165.7% | $4,850+62.7% | $4,297+83.6% |