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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 | $159,308 | $82,028+94.2% | $123,105+29.4% | $59,633+167.1% |
| Participation rate | 86.2% | 83.2%+3.0pp | 86.8%-0.6pp | 68.7%+17.5pp |
| Annual return | 0.34% | 5.12%-4.8pp | 13.22%-12.9pp | 2041.45%-2041.1pp |
| Employer contribution / active EE | $10,253 | $3,297+211.0% | $5,151+99.1% | $2,203+365.5% |
| Participant deferral / active EE | $13,343 | $4,667+185.9% | $6,229+114.2% | $3,192+318.1% |
| Admin fee / account holder | $5,896 | $5,879+0.3% | $9,014-34.6% | $4,297+37.2% |