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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 | $127,253 | $52,911+140.5% | $73,309+73.6% | $59,633+113.4% |
| Participation rate | 95.6% | 68.2%+27.4pp | 74.9%+20.7pp | 68.7%+26.9pp |
| Annual return | 0.91% | 12.20%-11.3pp | 5.67%-4.8pp | 2041.45%-2040.5pp |
| Employer contribution / active EE | $1,053 | $1,909-44.8% | $3,237-67.5% | $2,203-52.2% |
| Participant deferral / active EE | $7,342 | $4,069+80.4% | $4,991+47.1% | $3,192+130.0% |
| Admin fee / account holder | $5,930 | $3,835+54.6% | $5,635+5.2% | $4,297+38.0% |