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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 | $167,337 | $100,811+66.0% | $86,698+93.0% | $134,545+24.4% |
| Participation rate | 73.3% | 79.0%-5.6pp | 76.6%-3.3pp | 81.2%-7.9pp |
| Annual return | 2.02% | 29.11%-27.1pp | 35.96%-33.9pp | 418.37%-416.3pp |
| Employer contribution / active EE | $2,111 | $3,490-39.5% | $2,837-25.6% | $4,742-55.5% |
| Participant deferral / active EE | $3,836 | $5,339-28.2% | $4,656-17.6% | $6,401-40.1% |
| Admin fee / account holder | $262,861 | $10,926+2305.8% | $7,492+3408.6% | $11,431+2199.6% |