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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 | $181,165 | $77,817+132.8% | $123,553+46.6% | $64,173+182.3% |
| Participation rate | 96.0% | 74.7%+21.3pp | 82.3%+13.7pp | 69.6%+26.4pp |
| Annual return | 3.95% | 12.49%-8.5pp | 119.21%-115.3pp | 7.63%-3.7pp |
| Employer contribution / active EE | $2,130 | $3,014-29.3% | $4,628-54.0% | $2,381-10.5% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $38,946 | $5,519+605.7% | $9,284+319.5% | $4,887+696.9% |