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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 | $168,745 | $75,935+122.2% | $60,547+178.7% | $125,389+34.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | 1.23% | -5.38%+6.6pp | 335.64%-334.4pp | 282.24%-281.0pp |
| Employer contribution / active EE | $5,517 | $3,438+60.5% | $2,419+128.0% | $4,866+13.4% |
| Participant deferral / active EE | $8,271 | $4,506+83.5% | $3,328+148.5% | $5,352+54.6% |
| Admin fee / account holder | $11,689 | $6,768+72.7% | $4,536+157.7% | $9,541+22.5% |