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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 | $220,516 | $52,678+318.6% | $75,784+191.0% | $59,633+269.8% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | 1.30% | 2.95%-1.7pp | 9.68%-8.4pp | 2041.45%-2040.2pp |
| Employer contribution / active EE | $10,248 | $2,193+367.2% | $3,323+208.4% | $2,203+365.3% |
| Participant deferral / active EE | $6,404 | $2,591+147.2% | $3,652+75.4% | $3,192+100.6% |
| Admin fee / account holder | $6,531 | $3,610+80.9% | $5,300+23.2% | $4,297+52.0% |