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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 | $154,581 | $40,263+283.9% | $57,347+169.6% | $59,632+159.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 1.25% | 27.50%-26.2pp | 24.40%-23.1pp | 2041.32%-2040.1pp |
| Employer contribution / active EE | $4,434 | $1,922+130.7% | $2,689+64.9% | $2,203+101.3% |
| Participant deferral / active EE | $5,922 | $2,400+146.8% | $3,162+87.3% | $3,192+85.6% |
| Admin fee / account holder | $13,994 | $2,819+396.5% | $3,356+317.0% | $4,297+225.7% |