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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 | $214,929 | $40,275+433.7% | $57,356+274.7% | $59,633+260.4% |
| Participation rate | 100.0% | 69.1%+30.9pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 1.12% | 27.52%-26.4pp | 24.41%-23.3pp | 2041.45%-2040.3pp |
| Employer contribution / active EE | $12,990 | $1,921+576.1% | $2,689+383.1% | $2,203+489.8% |
| Participant deferral / active EE | $1,389 | $2,400-42.1% | $3,162-56.1% | $3,192-56.5% |
| Admin fee / account holder | $35,681 | $2,820+1165.1% | $3,357+962.8% | $4,297+730.4% |