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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 | $204,423 | $72,177+183.2% | $115,038+77.7% | $59,633+242.8% |
| Participation rate | 88.1% | 72.6%+15.6pp | 81.4%+6.8pp | 68.7%+19.5pp |
| Annual return | 0.55% | 12.02%-11.5pp | 26.14%-25.6pp | 2041.45%-2040.9pp |
| Employer contribution / active EE | $9,122 | $2,841+221.1% | $4,608+98.0% | $2,203+314.1% |
| Participant deferral / active EE | $7,862 | $4,783+64.4% | $6,026+30.5% | $3,192+146.3% |
| Admin fee / account holder | $7,083 | $4,927+43.8% | $8,175-13.4% | $4,297+64.8% |