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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 | $153,330 | $48,050+219.1% | $85,969+78.4% | $59,633+157.1% |
| Participation rate | 100.0% | 64.5%+35.5pp | 76.5%+23.5pp | 68.7%+31.3pp |
| Annual return | 0.29% | 0.29%0pp | 9.32%-9.0pp | 2041.40%-2041.1pp |
| Employer contribution / active EE | $7,347 | $1,640+348.1% | $3,474+111.4% | $2,203+233.5% |
| Participant deferral / active EE | $4,739 | $2,249+110.7% | $3,829+23.8% | $3,192+48.5% |
| Admin fee / account holder | $3,486 | $3,206+8.7% | $6,053-42.4% | $4,297-18.9% |