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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 | $98,173 | $45,698+114.8% | $61,048+60.8% | $72,976+34.5% |
| Participation rate | 85.7% | 74.3%+11.4pp | 79.3%+6.4pp | 69.5%+16.2pp |
| Annual return | 0.00% | 20.14%-20.1pp | 26.18%-26.2pp | 81.02%-81.0pp |
| Employer contribution / active EE | $3,300 | $2,803+17.7% | $3,716-11.2% | $2,440+35.2% |
| Participant deferral / active EE | $2,165 | $3,264-33.7% | $4,470-51.6% | $3,608-40.0% |
| Admin fee / account holder | $11,555 | $3,347+245.2% | $3,728+210.0% | $5,124+125.5% |