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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 | $186,068 | $87,546+112.5% | $75,784+145.5% | $125,389+48.4% |
| Participation rate | 92.9% | 80.2%+12.7pp | 75.8%+17.0pp | 83.2%+9.7pp |
| Annual return | 0.78% | 13.49%-12.7pp | 9.68%-8.9pp | 282.24%-281.5pp |
| Employer contribution / active EE | $21,992 | $3,930+459.6% | $3,323+561.7% | $4,866+351.9% |
| Participant deferral / active EE | $6,188 | $4,230+46.3% | $3,652+69.4% | $5,352+15.6% |
| Admin fee / account holder | $152,646 | $6,503+2247.4% | $5,300+2780.2% | $9,541+1499.9% |