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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 | $232,632 | $158,852+46.4% | $121,220+91.9% | $135,380+71.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | 0.15% | -0.64%+0.8pp | 16.94%-16.8pp | 519.81%-519.7pp |
| Employer contribution / active EE | $12,781 | $5,666+125.6% | $4,023+217.7% | $4,779+167.4% |
| Participant deferral / active EE | $24,500 | $4,006+511.6% | $3,345+632.4% | $5,609+336.8% |
| Admin fee / account holder | $140,866 | $6,515+2062.3% | $5,021+2705.7% | $10,828+1200.9% |