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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 | $164,154 | $65,704+149.8% | $94,229+74.2% | $59,633+175.3% |
| Participation rate | 87.2% | 72.1%+15.1pp | 78.8%+8.4pp | 68.7%+18.5pp |
| Annual return | 2.07% | 5.22%-3.1pp | 10.68%-8.6pp | 2041.45%-2039.4pp |
| Employer contribution / active EE | $4,779 | $2,021+136.5% | $3,587+33.2% | $2,203+117.0% |
| Participant deferral / active EE | $7,391 | $3,143+135.1% | $4,320+71.1% | $3,192+131.6% |
| Admin fee / account holder | $19,436 | $4,265+355.7% | $6,269+210.0% | $4,297+352.3% |