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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 | $213,360 | $75,962+180.9% | $154,108+38.4% | $64,173+232.5% |
| Participation rate | 82.1% | 70.4%+11.7pp | 83.0%-0.9pp | 69.6%+12.6pp |
| Annual return | 0.82% | 30.32%-29.5pp | 735.21%-734.4pp | 7.63%-6.8pp |
| Employer contribution / active EE | $3,475 | $3,350+3.7% | $5,298-34.4% | $2,381+46.0% |
| Participant deferral / active EE | $1,265 | $3,175-60.2% | $5,081-75.1% | $3,470-63.5% |
| Admin fee / account holder | $96,981 | $5,589+1635.2% | $13,411+623.1% | $4,887+1884.3% |