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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 | $140,997 | $56,200+150.9% | $67,653+108.4% | $59,633+136.4% |
| Participation rate | 80.0% | 71.5%+8.5pp | 75.7%+4.3pp | 68.7%+11.3pp |
| Annual return | 1.85% | 18506.71%-18504.9pp | 6625.22%-6623.4pp | 2041.40%-2039.5pp |
| Employer contribution / active EE | $4,235 | $1,615+162.3% | $2,266+86.9% | $2,203+92.3% |
| Participant deferral / active EE | $7,485 | $2,843+163.2% | $3,560+110.3% | $3,192+134.5% |
| Admin fee / account holder | $3,096 | $3,959-21.8% | $4,821-35.8% | $4,297-28.0% |