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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 | $166,311 | $52,678+215.7% | $75,784+119.5% | $59,633+178.9% |
| Participation rate | 88.5% | 67.2%+21.2pp | 75.8%+12.6pp | 68.7%+19.8pp |
| Annual return | 2.42% | 2.95%-0.5pp | 9.68%-7.3pp | 2041.45%-2039.0pp |
| Employer contribution / active EE | $1,176 | $2,193-46.4% | $3,323-64.6% | $2,203-46.6% |
| Participant deferral / active EE | $4,780 | $2,591+84.5% | $3,652+30.9% | $3,192+49.8% |
| Admin fee / account holder | $8,938 | $3,610+147.6% | $5,300+68.6% | $4,297+108.0% |