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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 | $173,052 | $72,177+139.8% | $115,038+50.4% | $59,633+190.2% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 1.25% | 12.02%-10.8pp | 26.14%-24.9pp | 2041.45%-2040.2pp |
| Employer contribution / active EE | $7,954 | $2,841+180.0% | $4,608+72.6% | $2,203+261.1% |
| Participant deferral / active EE | $6,991 | $4,783+46.2% | $6,026+16.0% | $3,192+119.0% |
| Admin fee / account holder | $12,683 | $4,927+157.4% | $8,175+55.1% | $4,297+195.2% |