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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 | $130,996 | $40,264+225.3% | $57,349+128.4% | $59,633+119.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 0.41% | 27.51%-27.1pp | 24.40%-24.0pp | 2041.40%-2041.0pp |
| Employer contribution / active EE | $8,498 | $1,922+342.1% | $2,689+216.1% | $2,203+285.8% |
| Participant deferral / active EE | $9,402 | $2,400+291.8% | $3,162+197.3% | $3,192+194.6% |
| Admin fee / account holder | $4,740 | $2,819+68.1% | $3,356+41.2% | $4,297+10.3% |