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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 | $186,928 | $87,544+113.5% | $75,784+146.7% | $125,388+49.1% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 1.22% | 13.49%-12.3pp | 9.68%-8.5pp | 282.24%-281.0pp |
| Employer contribution / active EE | $1,510 | $3,930-61.6% | $3,323-54.6% | $4,866-69.0% |
| Participant deferral / active EE | $2,524 | $4,229-40.3% | $3,652-30.9% | $5,352-52.8% |
| Admin fee / account holder | $20,746 | $6,502+219.1% | $5,300+291.5% | $9,541+117.4% |