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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 | $163,358 | $72,177+126.3% | $115,038+42.0% | $59,633+173.9% |
| Participation rate | 87.5% | 72.6%+14.9pp | 81.4%+6.1pp | 68.7%+18.8pp |
| Annual return | 1.46% | 12.02%-10.6pp | 26.14%-24.7pp | 2041.45%-2040.0pp |
| Employer contribution / active EE | $9,263 | $2,841+226.0% | $4,608+101.0% | $2,203+320.5% |
| Participant deferral / active EE | $8,705 | $4,783+82.0% | $6,026+44.5% | $3,192+172.8% |
| Admin fee / account holder | $16,709 | $4,927+239.1% | $8,175+104.4% | $4,297+288.9% |