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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 | $171,952 | $72,177+138.2% | $115,038+49.5% | $59,633+188.3% |
| Participation rate | 94.1% | 72.6%+21.6pp | 81.4%+12.8pp | 68.7%+25.4pp |
| Annual return | 3.13% | 12.02%-8.9pp | 26.14%-23.0pp | 2041.45%-2038.3pp |
| Employer contribution / active EE | $3,790 | $2,841+33.4% | $4,608-17.8% | $2,203+72.0% |
| Participant deferral / active EE | $7,831 | $4,783+63.7% | $6,026+29.9% | $3,192+145.3% |
| Admin fee / account holder | $23,462 | $4,927+376.2% | $8,175+187.0% | $4,297+446.0% |