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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 | $191,283 | $54,380+251.7% | $68,509+179.2% | $59,633+220.8% |
| Participation rate | 100.0% | 70.2%+29.8pp | 74.7%+25.3pp | 68.7%+31.3pp |
| Annual return | 8.95% | 2.83%+6.1pp | 8.27%+0.7pp | 2041.45%-2032.5pp |
| Employer contribution / active EE | $3,633 | $1,539+136.1% | $2,278+59.5% | $2,203+64.9% |
| Participant deferral / active EE | $0 | $2,643-100.0% | $3,382-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,481 | $3,885-61.9% | $5,275-71.9% | $4,297-65.5% |