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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 | $181,048 | $65,704+175.5% | $94,229+92.1% | $59,633+203.6% |
| Participation rate | 93.9% | 72.1%+21.8pp | 78.8%+15.2pp | 68.7%+25.3pp |
| Annual return | 0.75% | 5.22%-4.5pp | 10.68%-9.9pp | 2041.45%-2040.7pp |
| Employer contribution / active EE | $7,610 | $2,021+276.6% | $3,587+112.2% | $2,203+245.5% |
| Participant deferral / active EE | $8,277 | $3,143+163.4% | $4,320+91.6% | $3,192+159.3% |
| Admin fee / account holder | $19,704 | $4,265+362.0% | $6,269+214.3% | $4,297+358.6% |