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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 | $203,921 | $82,028+148.6% | $123,105+65.6% | $59,633+242.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | 0.96% | 5.12%-4.2pp | 13.22%-12.3pp | 2041.45%-2040.5pp |
| Employer contribution / active EE | $1,447 | $3,297-56.1% | $5,151-71.9% | $2,203-34.3% |
| Participant deferral / active EE | $5,999 | $4,667+28.5% | $6,229-3.7% | $3,192+88.0% |
| Admin fee / account holder | $4,814 | $5,879-18.1% | $9,014-46.6% | $4,297+12.0% |