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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 | $168,852 | $83,908+101.2% | $68,509+146.5% | $125,389+34.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | 0.64% | 14.48%-13.8pp | 8.27%-7.6pp | 282.24%-281.6pp |
| Employer contribution / active EE | $8,131 | $3,031+168.3% | $2,278+257.0% | $4,866+67.1% |
| Participant deferral / active EE | $7,390 | $4,125+79.2% | $3,382+118.5% | $5,352+38.1% |
| Admin fee / account holder | $47,297 | $8,982+426.6% | $5,275+796.7% | $9,541+395.7% |