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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 | $153,344 | $95,917+59.9% | $79,583+92.7% | $134,545+14.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | 1.46% | -2.70%+4.2pp | 0.16%+1.3pp | 418.37%-416.9pp |
| Employer contribution / active EE | $4,280 | $3,129+36.8% | $2,414+77.3% | $4,742-9.7% |
| Participant deferral / active EE | $0 | $4,694-100.0% | $3,986-100.0% | $6,401-100.0% |
| Admin fee / account holder | $4,559 | $9,132-50.1% | $6,835-33.3% | $11,431-60.1% |