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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 | $142,770 | $72,177+97.8% | $115,038+24.1% | $59,633+139.4% |
| Participation rate | 98.1% | 72.6%+25.5pp | 81.4%+16.7pp | 68.7%+29.4pp |
| Annual return | 2.37% | 12.02%-9.7pp | 26.14%-23.8pp | 2041.45%-2039.1pp |
| Employer contribution / active EE | $11,748 | $2,841+313.5% | $4,608+154.9% | $2,203+433.3% |
| Participant deferral / active EE | $10,004 | $4,783+109.2% | $6,026+66.0% | $3,192+213.4% |
| Admin fee / account holder | $2,297 | $4,927-53.4% | $8,175-71.9% | $4,297-46.5% |