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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 | $184,431 | $87,546+110.7% | $75,784+143.4% | $125,389+47.1% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 1.57% | 13.49%-11.9pp | 9.68%-8.1pp | 282.24%-280.7pp |
| Employer contribution / active EE | $13,187 | $3,930+235.6% | $3,323+296.8% | $4,866+171.0% |
| Participant deferral / active EE | $5,762 | $4,230+36.2% | $3,652+57.8% | $5,352+7.7% |
| Admin fee / account holder | $797 | $6,503-87.8% | $5,300-85.0% | $9,541-91.7% |