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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 | $130,519 | $52,678+147.8% | $75,784+72.2% | $59,633+118.9% |
| Participation rate | 98.2% | 67.2%+31.0pp | 75.8%+22.4pp | 68.7%+29.5pp |
| Annual return | 1.68% | 2.95%-1.3pp | 9.68%-8.0pp | 2041.40%-2039.7pp |
| Employer contribution / active EE | $11,360 | $2,193+417.9% | $3,323+241.8% | $2,203+415.8% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,652-100.0% | $3,192-100.0% |
| Admin fee / account holder | $13,771 | $3,610+281.5% | $5,300+159.9% | $4,297+220.5% |