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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 | $229,644 | $65,704+249.5% | $94,229+143.7% | $59,633+285.1% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | 0.27% | 5.22%-4.9pp | 10.68%-10.4pp | 2041.45%-2041.2pp |
| Employer contribution / active EE | $11,055 | $2,021+447.1% | $3,587+208.2% | $2,203+401.9% |
| Participant deferral / active EE | $9,419 | $3,143+199.7% | $4,320+118.0% | $3,192+195.1% |
| Admin fee / account holder | $14,482 | $4,265+239.6% | $6,269+131.0% | $4,297+237.0% |