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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 | $240,413 | $72,177+233.1% | $115,038+109.0% | $59,633+303.2% |
| Participation rate | 94.4% | 72.6%+21.9pp | 81.4%+13.1pp | 68.7%+25.8pp |
| Annual return | 1.37% | 12.02%-10.7pp | 26.14%-24.8pp | 2041.45%-2040.1pp |
| Employer contribution / active EE | $6,757 | $2,841+137.8% | $4,608+46.6% | $2,203+206.8% |
| Participant deferral / active EE | $14,814 | $4,783+209.7% | $6,026+145.8% | $3,192+364.1% |
| Admin fee / account holder | $49,663 | $4,927+908.0% | $8,175+507.5% | $4,297+1055.8% |