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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 | $193,868 | $52,911+266.4% | $73,309+164.5% | $59,633+225.1% |
| Participation rate | 85.3% | 68.2%+17.1pp | 74.9%+10.4pp | 68.7%+16.6pp |
| Annual return | 2.18% | 12.20%-10.0pp | 5.67%-3.5pp | 2041.45%-2039.3pp |
| Employer contribution / active EE | $2,316 | $1,909+21.3% | $3,237-28.5% | $2,203+5.1% |
| Participant deferral / active EE | $8,225 | $4,069+102.1% | $4,991+64.8% | $3,192+157.7% |
| Admin fee / account holder | $9,993 | $3,835+160.6% | $5,635+77.3% | $4,297+132.6% |