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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 | $207,500 | $82,032+153.0% | $123,106+68.6% | $59,633+248.0% |
| Participation rate | 97.7% | 83.2%+14.5pp | 86.8%+10.9pp | 68.7%+29.1pp |
| Annual return | 4.17% | 5.12%-0.9pp | 13.22%-9.0pp | 2041.40%-2037.2pp |
| Employer contribution / active EE | $22,494 | $3,297+582.3% | $5,151+336.7% | $2,203+921.2% |
| Participant deferral / active EE | $0 | $4,667-100.0% | $6,229-100.0% | $3,192-100.0% |
| Admin fee / account holder | $5,160 | $5,881-12.2% | $9,015-42.8% | $4,297+20.1% |