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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 | $244,169 | $65,704+271.6% | $94,229+159.1% | $59,633+309.5% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | 0.80% | 5.22%-4.4pp | 10.68%-9.9pp | 2041.45%-2040.7pp |
| Employer contribution / active EE | $6,264 | $2,021+210.0% | $3,587+74.6% | $2,203+184.4% |
| Participant deferral / active EE | $5,693 | $3,143+81.1% | $4,320+31.8% | $3,192+78.4% |
| Admin fee / account holder | $7,001 | $4,265+64.2% | $6,269+11.7% | $4,297+62.9% |