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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 | $231,370 | $72,177+220.6% | $115,038+101.1% | $59,633+288.0% |
| Participation rate | 97.4% | 72.6%+24.8pp | 81.4%+16.0pp | 68.7%+28.7pp |
| Annual return | 0.64% | 12.02%-11.4pp | 26.14%-25.5pp | 2041.45%-2040.8pp |
| Employer contribution / active EE | $7,416 | $2,841+161.0% | $4,608+60.9% | $2,203+236.7% |
| Participant deferral / active EE | $8,470 | $4,783+77.1% | $6,026+40.5% | $3,192+165.4% |
| Admin fee / account holder | $5,594 | $4,927+13.5% | $8,175-31.6% | $4,297+30.2% |