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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 | $121,726 | $72,177+68.7% | $115,038+5.8% | $59,633+104.1% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 0.11% | 12.02%-11.9pp | 26.14%-26.0pp | 2041.45%-2041.3pp |
| Employer contribution / active EE | $4,410 | $2,841+55.2% | $4,608-4.3% | $2,203+100.2% |
| Participant deferral / active EE | $9,948 | $4,783+108.0% | $6,026+65.1% | $3,192+211.7% |
| Admin fee / account holder | $1,322 | $4,927-73.2% | $8,175-83.8% | $4,297-69.2% |