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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 | $237,583 | $72,177+229.2% | $115,038+106.5% | $59,633+298.4% |
| Participation rate | 96.8% | 72.6%+24.2pp | 81.4%+15.4pp | 68.7%+28.1pp |
| Annual return | 3.41% | 12.02%-8.6pp | 26.14%-22.7pp | 2041.45%-2038.0pp |
| Employer contribution / active EE | $2,637 | $2,841-7.2% | $4,608-42.8% | $2,203+19.7% |
| Participant deferral / active EE | $10,096 | $4,783+111.1% | $6,026+67.5% | $3,192+216.3% |
| Admin fee / account holder | $24,330 | $4,927+393.8% | $8,175+197.6% | $4,297+466.2% |