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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 | $150,346 | $72,177+108.3% | $115,038+30.7% | $59,633+152.1% |
| Participation rate | 97.9% | 72.6%+25.4pp | 81.4%+16.5pp | 68.7%+29.2pp |
| Annual return | 0.29% | 12.02%-11.7pp | 26.14%-25.9pp | 2041.45%-2041.2pp |
| Employer contribution / active EE | $14,014 | $2,841+393.2% | $4,608+204.1% | $2,203+536.2% |
| Participant deferral / active EE | $3,052 | $4,783-36.2% | $6,026-49.4% | $3,192-4.4% |
| Admin fee / account holder | $8,810 | $4,927+78.8% | $8,175+7.8% | $4,297+105.0% |