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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 | $210,721 | $40,263+423.4% | $57,347+267.4% | $59,632+253.4% |
| Participation rate | 73.0% | 69.2%+3.9pp | 75.1%-2.1pp | 68.7%+4.4pp |
| Annual return | 3.16% | 27.50%-24.3pp | 24.40%-21.2pp | 2041.32%-2038.2pp |
| Employer contribution / active EE | $7,194 | $1,922+274.3% | $2,689+167.6% | $2,203+226.6% |
| Participant deferral / active EE | $4,854 | $2,400+102.3% | $3,162+53.5% | $3,192+52.1% |
| Admin fee / account holder | $5,861 | $2,819+107.9% | $3,356+74.6% | $4,297+36.4% |