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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 | $113,336 | $82,032+38.2% | $123,106-7.9% | $59,633+90.1% |
| Participation rate | 96.3% | 83.2%+13.1pp | 86.8%+9.5pp | 68.7%+27.6pp |
| Annual return | 1.17% | 5.12%-3.9pp | 13.22%-12.0pp | 2041.40%-2040.2pp |
| Employer contribution / active EE | $5,420 | $3,297+64.4% | $5,151+5.2% | $2,203+146.1% |
| Participant deferral / active EE | $10,269 | $4,667+120.1% | $6,229+64.8% | $3,192+221.7% |
| Admin fee / account holder | $1,828 | $5,881-68.9% | $9,015-79.7% | $4,297-57.5% |