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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 | $146,145 | $54,380+168.7% | $68,509+113.3% | $59,633+145.1% |
| Participation rate | 89.8% | 70.2%+19.6pp | 74.7%+15.1pp | 68.7%+21.1pp |
| Annual return | 1.24% | 2.83%-1.6pp | 8.27%-7.0pp | 2041.45%-2040.2pp |
| Employer contribution / active EE | $3,469 | $1,539+125.5% | $2,278+52.3% | $2,203+57.5% |
| Participant deferral / active EE | $5,993 | $2,643+126.7% | $3,382+77.2% | $3,192+87.8% |
| Admin fee / account holder | $1,087 | $3,885-72.0% | $5,275-79.4% | $4,297-74.7% |