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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 | $192,985 | $51,207+276.9% | $70,565+173.5% | $75,177+156.7% |
| Participation rate | 93.1% | 61.0%+32.1pp | 68.4%+24.8pp | 67.2%+25.9pp |
| Annual return | 0.00% | 30.05%-30.1pp | 32.79%-32.8pp | 160.75%-160.8pp |
| Employer contribution / active EE | $2,983 | $1,826+63.3% | $2,976+0.2% | $2,671+11.7% |
| Participant deferral / active EE | $4,906 | $2,850+72.1% | $4,568+7.4% | $4,126+18.9% |
| Admin fee / account holder | $13,095 | $4,097+219.6% | $6,430+103.7% | $5,651+131.7% |