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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 | $237,047 | $82,028+189.0% | $123,105+92.6% | $59,633+297.5% |
| Participation rate | 85.7% | 83.2%+2.5pp | 86.8%-1.1pp | 68.7%+17.0pp |
| Annual return | 2.25% | 5.12%-2.9pp | 13.22%-11.0pp | 2041.45%-2039.2pp |
| Employer contribution / active EE | $6,839 | $3,297+107.5% | $5,151+32.8% | $2,203+210.5% |
| Participant deferral / active EE | $9,224 | $4,667+97.7% | $6,229+48.1% | $3,192+189.0% |
| Admin fee / account holder | $27,117 | $5,879+361.3% | $9,014+200.8% | $4,297+531.1% |