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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 | $40,263+195.4% | $57,347+107.4% | $59,632+99.4% |
| Participation rate | 89.1% | 69.2%+19.9pp | 75.1%+14.0pp | 68.7%+20.4pp |
| Annual return | 0.97% | 27.50%-26.5pp | 24.40%-23.4pp | 2041.32%-2040.3pp |
| Employer contribution / active EE | $3,950 | $1,922+105.5% | $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 | $2,819+227.8% | $3,356+175.3% | $4,297+115.0% |