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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 | $118,726 | $72,177+64.5% | $115,038+3.2% | $59,633+99.1% |
| Participation rate | 96.3% | 72.6%+23.7pp | 81.4%+14.9pp | 68.7%+27.6pp |
| Annual return | 0.63% | 12.02%-11.4pp | 26.14%-25.5pp | 2041.45%-2040.8pp |
| Employer contribution / active EE | $8,417 | $2,841+196.3% | $4,608+82.7% | $2,203+282.2% |
| Participant deferral / active EE | $5,723 | $4,783+19.7% | $6,026-5.0% | $3,192+79.3% |
| Admin fee / account holder | $2,031 | $4,927-58.8% | $8,175-75.2% | $4,297-52.7% |