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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 | $150,482 | $99,032+52.0% | $80,022+88.1% | $135,382+11.2% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | 1.58% | 15.39%-13.8pp | 11.22%-9.6pp | 519.77%-518.2pp |
| Employer contribution / active EE | $11,301 | $3,043+271.3% | $2,468+357.9% | $4,779+136.5% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,686-100.0% | $5,609-100.0% |
| Admin fee / account holder | $87,781 | $10,436+741.1% | $6,521+1246.1% | $10,829+710.6% |