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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 | $214,198 | $77,817+175.3% | $123,553+73.4% | $64,173+233.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 0.49% | 12.49%-12.0pp | 119.21%-118.7pp | 7.63%-7.1pp |
| Employer contribution / active EE | $3,162 | $3,014+4.9% | $4,628-31.7% | $2,381+32.8% |
| Participant deferral / active EE | $7,506 | $5,240+43.3% | $6,426+16.8% | $3,470+116.3% |
| Admin fee / account holder | $31,339 | $5,519+467.8% | $9,284+237.5% | $4,887+541.2% |