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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 | $86,185 | $40,275+114.0% | $57,356+50.3% | $59,633+44.5% |
| Participation rate | 93.3% | 69.1%+24.2pp | 75.1%+18.3pp | 68.7%+24.7pp |
| Annual return | 2.21% | 27.52%-25.3pp | 24.41%-22.2pp | 2041.45%-2039.2pp |
| Employer contribution / active EE | $5,091 | $1,921+165.0% | $2,689+89.3% | $2,203+131.1% |
| Participant deferral / active EE | $3,740 | $2,400+55.8% | $3,162+18.3% | $3,192+17.2% |
| Admin fee / account holder | $13,296 | $2,820+371.4% | $3,357+296.1% | $4,297+209.4% |