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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 | $175,141 | $83,908+108.7% | $68,509+155.6% | $125,389+39.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | 1.76% | 14.48%-12.7pp | 8.27%-6.5pp | 282.24%-280.5pp |
| Employer contribution / active EE | $11,470 | $3,031+278.4% | $2,278+403.6% | $4,866+135.7% |
| Participant deferral / active EE | $0 | $4,125-100.0% | $3,382-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,936 | $8,982-78.4% | $5,275-63.3% | $9,541-79.7% |