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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 | $160,014 | $72,177+121.7% | $115,038+39.1% | $59,633+168.3% |
| Participation rate | 97.0% | 72.6%+24.4pp | 81.4%+15.6pp | 68.7%+28.3pp |
| Annual return | 1.15% | 12.02%-10.9pp | 26.14%-25.0pp | 2041.45%-2040.3pp |
| Employer contribution / active EE | $5,132 | $2,841+80.6% | $4,608+11.4% | $2,203+133.0% |
| Participant deferral / active EE | $6,448 | $4,783+34.8% | $6,026+7.0% | $3,192+102.0% |
| Admin fee / account holder | $4,870 | $4,927-1.1% | $8,175-40.4% | $4,297+13.3% |