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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 | $40,275+283.8% | $57,356+169.5% | $59,633+159.2% |
| Participation rate | 100.0% | 69.1%+30.9pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 1.25% | 27.52%-26.3pp | 24.41%-23.2pp | 2041.45%-2040.2pp |
| Employer contribution / active EE | $4,434 | $1,921+130.8% | $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 | $2,820+396.2% | $3,357+316.9% | $4,297+225.7% |