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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 | $237,170 | $52,678+350.2% | $75,784+213.0% | $59,633+297.7% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | 0.29% | 2.95%-2.7pp | 9.68%-9.4pp | 2041.45%-2041.2pp |
| Employer contribution / active EE | $7,646 | $2,193+248.6% | $3,323+130.1% | $2,203+247.1% |
| Participant deferral / active EE | $9,902 | $2,591+282.2% | $3,652+171.2% | $3,192+210.2% |
| Admin fee / account holder | $1,542 | $3,610-57.3% | $5,300-70.9% | $4,297-64.1% |