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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 | $136,429 | $52,678+159.0% | $75,784+80.0% | $59,633+128.8% |
| Participation rate | 92.5% | 67.2%+25.3pp | 75.8%+16.7pp | 68.7%+23.8pp |
| Annual return | 0.91% | 2.95%-2.0pp | 9.68%-8.8pp | 2041.45%-2040.5pp |
| Employer contribution / active EE | $4,258 | $2,193+94.1% | $3,323+28.1% | $2,203+93.3% |
| Participant deferral / active EE | $7,518 | $2,591+190.2% | $3,652+105.9% | $3,192+135.5% |
| Admin fee / account holder | $6,729 | $3,610+86.4% | $5,300+27.0% | $4,297+56.6% |