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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 | $184,286 | $75,832+143.0% | $147,617+24.8% | $59,633+209.0% |
| Participation rate | 78.0% | 71.6%+6.5pp | 84.6%-6.6pp | 68.7%+9.4pp |
| Annual return | 0.94% | 0.37%+0.6pp | 61.98%-61.0pp | 2041.45%-2040.5pp |
| Employer contribution / active EE | $2,670 | $3,485-23.4% | $5,564-52.0% | $2,203+21.2% |
| Participant deferral / active EE | $5,738 | $3,131+83.3% | $4,895+17.2% | $3,192+79.8% |
| Admin fee / account holder | $5,845 | $5,986-2.3% | $11,612-49.7% | $4,297+36.0% |