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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 | $165,482 | $87,544+89.0% | $75,784+118.4% | $125,388+32.0% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 0.21% | 13.49%-13.3pp | 9.68%-9.5pp | 282.24%-282.0pp |
| Employer contribution / active EE | $12,926 | $3,930+228.9% | $3,323+288.9% | $4,866+165.6% |
| Participant deferral / active EE | $8,114 | $4,229+91.8% | $3,652+122.2% | $5,352+51.6% |
| Admin fee / account holder | $4,419 | $6,502-32.0% | $5,300-16.6% | $9,541-53.7% |