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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 | $181,022 | $64,729+179.7% | $112,263+61.2% | $68,490+164.3% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | 2.15% | -11.40%+13.6pp | 27.49%-25.3pp | -7.85%+10.0pp |
| Employer contribution / active EE | $16,543 | $2,746+502.5% | $3,636+355.0% | $2,597+537.1% |
| Participant deferral / active EE | $7,818 | $3,566+119.3% | $4,729+65.3% | $4,028+94.1% |
| Admin fee / account holder | $12,542 | $5,222+140.2% | $6,410+95.7% | $5,403+132.1% |