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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 | $242,312 | $72,177+235.7% | $115,038+110.6% | $59,633+306.3% |
| Participation rate | 83.3% | 72.6%+10.8pp | 81.4%+2.0pp | 68.7%+14.7pp |
| Annual return | 1.39% | 12.02%-10.6pp | 26.14%-24.8pp | 2041.45%-2040.1pp |
| Employer contribution / active EE | $19,532 | $2,841+587.5% | $4,608+323.9% | $2,203+786.8% |
| Participant deferral / active EE | $12,030 | $4,783+151.5% | $6,026+99.6% | $3,192+276.9% |
| Admin fee / account holder | $7,393 | $4,927+50.1% | $8,175-9.6% | $4,297+72.1% |