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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 | $154,239 | $58,577+163.3% | $83,323+85.1% | $64,181+140.3% |
| Participation rate | 100.0% | 72.0%+28.0pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -1.48% | 9.65%-11.1pp | 10.63%-12.1pp | 7.63%-9.1pp |
| Employer contribution / active EE | $8,103 | $2,098+286.2% | $3,379+139.8% | $2,381+240.4% |
| Participant deferral / active EE | $3,004 | $4,654-35.5% | $5,565-46.0% | $3,470-13.4% |
| Admin fee / account holder | $13,790 | $9,275+48.7% | $7,539+82.9% | $4,887+182.2% |