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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 | $203,101 | $72,177+181.4% | $115,038+76.6% | $59,633+240.6% |
| Participation rate | 94.7% | 72.6%+22.2pp | 81.4%+13.4pp | 68.7%+26.1pp |
| Annual return | 2.62% | 12.02%-9.4pp | 26.14%-23.5pp | 2041.45%-2038.8pp |
| Employer contribution / active EE | $11,433 | $2,841+302.4% | $4,608+148.1% | $2,203+419.1% |
| Participant deferral / active EE | $9,222 | $4,783+92.8% | $6,026+53.0% | $3,192+188.9% |
| Admin fee / account holder | $1,208 | $4,927-75.5% | $8,175-85.2% | $4,297-71.9% |