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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 | $201,995 | $73,863+173.5% | $143,797+40.5% | $68,490+194.9% |
| Participation rate | 96.4% | 66.7%+29.8pp | 80.3%+16.1pp | 67.9%+28.5pp |
| Annual return | 6.66% | 0.91%+5.7pp | -0.04%+6.7pp | -7.85%+14.5pp |
| Employer contribution / active EE | $6,082 | $3,185+91.0% | $4,952+22.8% | $2,597+134.2% |
| Participant deferral / active EE | $5,530 | $3,385+63.4% | $5,638-1.9% | $4,028+37.3% |
| Admin fee / account holder | $53,978 | $5,756+837.8% | $14,679+267.7% | $5,403+899.0% |