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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 | $173,632 | $46,745+271.4% | $60,547+186.8% | $52,331+231.8% |
| Participation rate | 96.0% | 58.6%+37.4pp | 68.0%+28.0pp | 68.1%+27.9pp |
| Annual return | 12.48% | 0.61%+11.9pp | 335.64%-323.2pp | 4.54%+7.9pp |
| Employer contribution / active EE | $1,361 | $1,259+8.1% | $2,419-43.7% | $1,882-27.6% |
| Participant deferral / active EE | $0 | $2,145-100.0% | $3,328-100.0% | $3,022-100.0% |
| Admin fee / account holder | $34,994 | $537+6418.2% | $4,536+671.4% | $592+5815.3% |