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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 | $161,500 | $72,177+123.8% | $115,037+40.4% | $59,633+170.8% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 2.75% | 12.02%-9.3pp | 26.14%-23.4pp | 2041.40%-2038.6pp |
| Employer contribution / active EE | $3,864 | $2,841+36.0% | $4,608-16.1% | $2,203+75.4% |
| Participant deferral / active EE | $8,077 | $4,783+68.9% | $6,026+34.0% | $3,192+153.1% |
| Admin fee / account holder | $446 | $4,927-90.9% | $8,175-94.5% | $4,297-89.6% |