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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 | $125,984 | $72,177+74.5% | $115,038+9.5% | $59,633+111.3% |
| Participation rate | 98.6% | 72.6%+26.0pp | 81.4%+17.2pp | 68.7%+29.9pp |
| Annual return | 0.39% | 12.02%-11.6pp | 26.14%-25.8pp | 2041.45%-2041.1pp |
| Employer contribution / active EE | $2,076 | $2,841-26.9% | $4,608-54.9% | $2,203-5.7% |
| Participant deferral / active EE | $9,112 | $4,783+90.5% | $6,026+51.2% | $3,192+185.5% |
| Admin fee / account holder | $15,170 | $4,927+207.9% | $8,175+85.6% | $4,297+253.0% |