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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 | $142,370 | $65,704+116.7% | $94,229+51.1% | $59,633+138.7% |
| Participation rate | 81.5% | 72.1%+9.4pp | 78.8%+2.7pp | 68.7%+12.8pp |
| Annual return | 0.11% | 5.22%-5.1pp | 10.68%-10.6pp | 2041.45%-2041.3pp |
| Employer contribution / active EE | $3,432 | $2,021+69.9% | $3,587-4.3% | $2,203+55.8% |
| Participant deferral / active EE | $8,393 | $3,143+167.0% | $4,320+94.3% | $3,192+163.0% |
| Admin fee / account holder | $23,729 | $4,265+456.4% | $6,269+278.5% | $4,297+452.2% |