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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 | $204,680 | $72,177+183.6% | $115,038+77.9% | $59,633+243.2% |
| Participation rate | 92.6% | 72.6%+20.0pp | 81.4%+11.2pp | 68.7%+23.9pp |
| Annual return | 1.78% | 12.02%-10.2pp | 26.14%-24.4pp | 2041.45%-2039.7pp |
| Employer contribution / active EE | $5,632 | $2,841+98.2% | $4,608+22.2% | $2,203+155.7% |
| Participant deferral / active EE | $8,115 | $4,783+69.7% | $6,026+34.7% | $3,192+154.2% |
| Admin fee / account holder | $302 | $4,927-93.9% | $8,175-96.3% | $4,297-93.0% |