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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 | $189,249 | $70,486+168.5% | $100,528+88.3% | $79,852+137.0% |
| Participation rate | 100.0% | 73.6%+26.4pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | 0.00% | 21.90%-21.9pp | 30.90%-30.9pp | 31.72%-31.7pp |
| Employer contribution / active EE | $6,440 | $2,165+197.5% | $3,419+88.4% | $2,471+160.6% |
| Participant deferral / active EE | $7,134 | $5,182+37.7% | $6,271+13.8% | $3,740+90.7% |
| Admin fee / account holder | $2,592 | $4,480-42.1% | $8,084-67.9% | $5,306-51.2% |