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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 | $165,404 | $72,177+129.2% | $115,038+43.8% | $59,633+177.4% |
| Participation rate | 86.0% | 72.6%+13.5pp | 81.4%+4.7pp | 68.7%+17.4pp |
| Annual return | 1.26% | 12.02%-10.8pp | 26.14%-24.9pp | 2041.45%-2040.2pp |
| Employer contribution / active EE | $5,873 | $2,841+106.7% | $4,608+27.5% | $2,203+166.6% |
| Participant deferral / active EE | $7,628 | $4,783+59.5% | $6,026+26.6% | $3,192+139.0% |
| Admin fee / account holder | $1,704 | $4,927-65.4% | $8,175-79.2% | $4,297-60.3% |