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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 | $118,922 | $40,275+195.3% | $57,356+107.3% | $59,633+99.4% |
| Participation rate | 89.1% | 69.1%+19.9pp | 75.1%+14.0pp | 68.7%+20.4pp |
| Annual return | 0.97% | 27.52%-26.5pp | 24.41%-23.4pp | 2041.45%-2040.5pp |
| Employer contribution / active EE | $3,950 | $1,921+105.6% | $2,689+46.9% | $2,203+79.3% |
| Participant deferral / active EE | $5,150 | $2,400+114.6% | $3,162+62.9% | $3,192+61.4% |
| Admin fee / account holder | $9,239 | $2,820+227.6% | $3,357+175.2% | $4,297+115.0% |