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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 | $166,718 | $86,701+92.3% | $73,309+127.4% | $125,389+33.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | 2.66% | 2.78%-0.1pp | 5.67%-3.0pp | 282.24%-279.6pp |
| Employer contribution / active EE | $7,804 | $4,152+87.9% | $3,237+141.1% | $4,866+60.4% |
| Participant deferral / active EE | $0 | $5,549-100.0% | $4,991-100.0% | $5,352-100.0% |
| Admin fee / account holder | $498 | $7,768-93.6% | $5,635-91.2% | $9,541-94.8% |