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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 | $190,627 | $72,177+164.1% | $115,037+65.7% | $59,633+219.7% |
| Participation rate | 96.3% | 72.6%+23.7pp | 81.4%+14.9pp | 68.7%+27.6pp |
| Annual return | 1.74% | 12.02%-10.3pp | 26.14%-24.4pp | 2041.40%-2039.7pp |
| Employer contribution / active EE | $5,703 | $2,841+100.7% | $4,608+23.8% | $2,203+158.9% |
| Participant deferral / active EE | $9,748 | $4,783+103.8% | $6,026+61.8% | $3,192+205.4% |
| Admin fee / account holder | $79,538 | $4,927+1514.3% | $8,175+872.9% | $4,297+1751.0% |