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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 | $94,978 | $40,275+135.8% | $57,356+65.6% | $59,633+59.3% |
| Participation rate | 100.0% | 69.1%+30.9pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 1.50% | 27.52%-26.0pp | 24.41%-22.9pp | 2041.45%-2039.9pp |
| Employer contribution / active EE | $4,871 | $1,921+153.5% | $2,689+81.2% | $2,203+121.2% |
| Participant deferral / active EE | $825 | $2,400-65.6% | $3,162-73.9% | $3,192-74.1% |
| Admin fee / account holder | $1,710 | $2,820-39.4% | $3,357-49.1% | $4,297-60.2% |