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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 | $166,589 | $95,188+75.0% | $76,518+117.7% | $135,379+23.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | 2.41% | 4.85%-2.4pp | -0.27%+2.7pp | 519.79%-517.4pp |
| Employer contribution / active EE | $4,539 | $3,303+37.4% | $2,647+71.5% | $4,779-5.0% |
| Participant deferral / active EE | $8,765 | $4,640+88.9% | $3,836+128.5% | $5,609+56.3% |
| Admin fee / account holder | $22,902 | $6,249+266.5% | $4,849+372.3% | $10,828+111.5% |