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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 | $105,933 | $32,037+230.7% | $69,182+53.1% | $62,881+68.5% |
| Participation rate | 80.0% | 43.4%+36.6pp | 55.1%+24.9pp | 69.3%+10.7pp |
| Annual return | 5.59% | 15.16%-9.6pp | -21.93%+27.5pp | 20.14%-14.6pp |
| Employer contribution / active EE | $4,794 | $679+605.8% | $1,206+297.4% | $2,281+110.2% |
| Participant deferral / active EE | $2,591 | $1,185+118.6% | $1,897+36.6% | $3,203-19.1% |
| Admin fee / account holder | $20,831 | $2,608+698.7% | $2,697+672.5% | $4,296+384.9% |