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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 | $210,624 | $105,623+99.4% | $87,502+140.7% | $273,972-23.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 2.13% | 12.26%-10.1pp | 12.21%-10.1pp | 41.46%-39.3pp |
| Employer contribution / active EE | $6,810 | $3,141+116.8% | $2,550+167.1% | $4,869+39.9% |
| Participant deferral / active EE | $8,750 | $3,601+143.0% | $3,149+177.9% | $5,287+65.5% |
| Admin fee / account holder | $77,245 | $4,781+1515.8% | $4,221+1730.2% | $10,133+662.3% |