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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 | $148,333 | $87,546+69.4% | $75,784+95.7% | $125,389+18.3% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 0.05% | 13.49%-13.4pp | 9.68%-9.6pp | 282.24%-282.2pp |
| Employer contribution / active EE | $16,956 | $3,930+331.4% | $3,323+410.2% | $4,866+248.4% |
| Participant deferral / active EE | $6,351 | $4,230+50.2% | $3,652+73.9% | $5,352+18.7% |
| Admin fee / account holder | $28,283 | $6,503+335.0% | $5,300+433.7% | $9,541+196.4% |