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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 | $169,078 | $86,701+95.0% | $73,309+130.6% | $125,389+34.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | 0.00% | 2.78%-2.8pp | 5.67%-5.7pp | 282.24%-282.2pp |
| Employer contribution / active EE | $13,663 | $4,152+229.0% | $3,237+322.1% | $4,866+180.8% |
| Participant deferral / active EE | $7,250 | $5,549+30.6% | $4,991+45.3% | $5,352+35.5% |
| Admin fee / account holder | $556 | $7,768-92.8% | $5,635-90.1% | $9,541-94.2% |