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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 | $109,741 | $45,566+140.8% | $64,105+71.2% | $59,633+84.0% |
| Participation rate | 100.0% | 60.2%+39.8pp | 68.2%+31.8pp | 68.7%+31.3pp |
| Annual return | 2.13% | 4.95%-2.8pp | 791.24%-789.1pp | 2041.45%-2039.3pp |
| Employer contribution / active EE | $4,184 | $934+347.9% | $1,820+129.9% | $2,203+89.9% |
| Participant deferral / active EE | $4,379 | $2,057+112.9% | $2,822+55.2% | $3,192+37.2% |
| Admin fee / account holder | $3,446 | $3,268+5.5% | $4,499-23.4% | $4,297-19.8% |