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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 | $145,976 | $54,380+168.4% | $68,509+113.1% | $59,633+144.8% |
| Participation rate | 100.0% | 70.2%+29.8pp | 74.7%+25.3pp | 68.7%+31.3pp |
| Annual return | 2.87% | 2.83%0pp | 8.27%-5.4pp | 2041.45%-2038.6pp |
| Employer contribution / active EE | $5,646 | $1,539+267.0% | $2,278+147.9% | $2,203+156.3% |
| Participant deferral / active EE | $6,905 | $2,643+161.2% | $3,382+104.1% | $3,192+116.3% |
| Admin fee / account holder | $14,113 | $3,885+263.2% | $5,275+167.6% | $4,297+228.4% |