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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 | $40,275+423.2% | $57,356+267.4% | $59,633+253.4% |
| Participation rate | 73.0% | 69.1%+3.9pp | 75.1%-2.0pp | 68.7%+4.4pp |
| Annual return | 3.16% | 27.52%-24.4pp | 24.41%-21.2pp | 2041.45%-2038.3pp |
| Employer contribution / active EE | $7,194 | $1,921+274.4% | $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 | $2,820+107.8% | $3,357+74.6% | $4,297+36.4% |