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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 | $176,436 | $57,352+207.6% | $83,831+110.5% | $64,173+174.9% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 1.35% | 11.38%-10.0pp | 850.99%-849.6pp | 7.63%-6.3pp |
| Employer contribution / active EE | $7,770 | $2,546+205.3% | $3,631+114.0% | $2,381+226.4% |
| Participant deferral / active EE | $7,340 | $2,993+145.3% | $4,082+79.8% | $3,470+111.6% |
| Admin fee / account holder | $33,305 | $4,046+723.1% | $5,479+507.9% | $4,887+581.4% |