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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 | $165,179 | $87,546+88.7% | $75,784+118.0% | $125,389+31.7% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 0.22% | 13.49%-13.3pp | 9.68%-9.5pp | 282.24%-282.0pp |
| Employer contribution / active EE | $12,382 | $3,930+215.1% | $3,323+272.6% | $4,866+154.5% |
| Participant deferral / active EE | $8,158 | $4,230+92.9% | $3,652+123.4% | $5,352+52.4% |
| Admin fee / account holder | $641 | $6,503-90.1% | $5,300-87.9% | $9,541-93.3% |