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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 | $40,275+277.9% | $57,356+165.4% | $59,633+155.3% |
| Participation rate | 100.0% | 69.1%+30.9pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 1.72% | 27.52%-25.8pp | 24.41%-22.7pp | 2041.45%-2039.7pp |
| Employer contribution / active EE | $7,111 | $1,921+270.1% | $2,689+164.5% | $2,203+222.8% |
| Participant deferral / active EE | $3,085 | $2,400+28.5% | $3,162-2.4% | $3,192-3.4% |
| Admin fee / account holder | $8,751 | $2,820+210.3% | $3,357+160.7% | $4,297+103.7% |