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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 | $226,780 | $65,703+245.2% | $94,228+140.7% | $59,633+280.3% |
| Participation rate | 80.5% | 72.1%+8.4pp | 78.8%+1.7pp | 68.7%+11.8pp |
| Annual return | 0.93% | 5.22%-4.3pp | 10.68%-9.7pp | 2041.40%-2040.5pp |
| Employer contribution / active EE | $3,256 | $2,021+61.1% | $3,587-9.2% | $2,203+47.8% |
| Participant deferral / active EE | $8,584 | $3,143+173.1% | $4,320+98.7% | $3,192+169.0% |
| Admin fee / account holder | $2,081 | $4,264-51.2% | $6,269-66.8% | $4,297-51.6% |