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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 | $173,559 | $72,177+140.5% | $115,037+50.9% | $59,633+191.0% |
| Participation rate | 93.1% | 72.6%+20.6pp | 81.4%+11.7pp | 68.7%+24.4pp |
| Annual return | 2.05% | 12.02%-10.0pp | 26.14%-24.1pp | 2041.40%-2039.3pp |
| Employer contribution / active EE | $4,877 | $2,841+71.6% | $4,608+5.8% | $2,203+121.4% |
| Participant deferral / active EE | $10,706 | $4,783+123.8% | $6,026+77.7% | $3,192+235.4% |
| Admin fee / account holder | $24,180 | $4,927+390.8% | $8,175+195.8% | $4,297+462.7% |