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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 | $141,288 | $82,028+72.2% | $123,105+14.8% | $59,633+136.9% |
| Participation rate | 93.0% | 83.2%+9.8pp | 86.8%+6.2pp | 68.7%+24.4pp |
| Annual return | 1.41% | 5.12%-3.7pp | 13.22%-11.8pp | 2041.45%-2040.0pp |
| Employer contribution / active EE | $23,623 | $3,297+616.6% | $5,151+358.6% | $2,203+972.5% |
| Participant deferral / active EE | $14,372 | $4,667+208.0% | $6,229+130.7% | $3,192+350.3% |
| Admin fee / account holder | $4,056 | $5,879-31.0% | $9,014-55.0% | $4,297-5.6% |