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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 | $169,674 | $65,704+158.2% | $94,229+80.1% | $59,633+184.5% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | 0.60% | 5.22%-4.6pp | 10.68%-10.1pp | 2041.45%-2040.9pp |
| Employer contribution / active EE | $8,208 | $2,021+306.2% | $3,587+128.8% | $2,203+272.7% |
| Participant deferral / active EE | $6,521 | $3,143+107.5% | $4,320+50.9% | $3,192+104.3% |
| Admin fee / account holder | $2,543 | $4,265-40.4% | $6,269-59.4% | $4,297-40.8% |