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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 | $151,257 | $45,152+235.0% | $73,836+104.9% | $59,633+153.6% |
| Participation rate | 97.6% | 64.0%+33.6pp | 73.4%+24.2pp | 68.7%+28.9pp |
| Annual return | 2.28% | 27.40%-25.1pp | 2268.06%-2265.8pp | 2041.45%-2039.2pp |
| Employer contribution / active EE | $14,783 | $1,901+677.6% | $2,787+430.3% | $2,203+571.2% |
| Participant deferral / active EE | $0 | $2,573-100.0% | $3,583-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,109 | $3,515-40.0% | $4,882-56.8% | $4,297-50.9% |