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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 | $162,765 | $69,518+134.1% | $59,887+171.8% | $135,379+20.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 1.21% | 7.95%-6.7pp | 3.46%-2.3pp | 519.79%-518.6pp |
| Employer contribution / active EE | $6,094 | $3,235+88.4% | $2,722+123.8% | $4,779+27.5% |
| Participant deferral / active EE | $9,927 | $4,204+136.1% | $3,402+191.8% | $5,609+77.0% |
| Admin fee / account holder | $14,863 | $5,734+159.2% | $3,591+313.9% | $10,828+37.3% |