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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 | $82,520 | $86,705-4.8% | $73,309+12.6% | $125,393-34.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | 0.27% | 2.78%-2.5pp | 5.67%-5.4pp | 282.23%-282.0pp |
| Employer contribution / active EE | $11,250 | $4,152+171.0% | $3,237+247.5% | $4,866+131.2% |
| Participant deferral / active EE | $18,000 | $5,549+224.4% | $4,991+260.7% | $5,351+236.4% |
| Admin fee / account holder | $1,489 | $7,772-80.8% | $5,637-73.6% | $9,541-84.4% |