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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 | $168,104 | $72,177+132.9% | $115,038+46.1% | $59,633+181.9% |
| Participation rate | 98.6% | 72.6%+26.1pp | 81.4%+17.2pp | 68.7%+29.9pp |
| Annual return | 2.97% | 12.02%-9.1pp | 26.14%-23.2pp | 2041.45%-2038.5pp |
| Employer contribution / active EE | $7,780 | $2,841+173.8% | $4,608+68.8% | $2,203+253.2% |
| Participant deferral / active EE | $12,360 | $4,783+158.4% | $6,026+105.1% | $3,192+287.3% |
| Admin fee / account holder | $14,143 | $4,927+187.0% | $8,175+73.0% | $4,297+229.1% |