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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 | $152,218 | $40,263+278.1% | $57,347+165.4% | $59,632+155.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 1.72% | 27.50%-25.8pp | 24.40%-22.7pp | 2041.32%-2039.6pp |
| Employer contribution / active EE | $7,111 | $1,922+270.0% | $2,689+164.5% | $2,203+222.8% |
| Participant deferral / active EE | $3,085 | $2,400+28.5% | $3,162-2.5% | $3,192-3.4% |
| Admin fee / account holder | $8,751 | $2,819+210.5% | $3,356+160.8% | $4,297+103.7% |