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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 | $184,798 | $72,177+156.0% | $115,038+60.6% | $59,633+209.9% |
| Participation rate | 94.6% | 72.6%+22.1pp | 81.4%+13.3pp | 68.7%+26.0pp |
| Annual return | 0.18% | 12.02%-11.8pp | 26.14%-26.0pp | 2041.45%-2041.3pp |
| Employer contribution / active EE | $8,036 | $2,841+182.8% | $4,608+74.4% | $2,203+264.8% |
| Participant deferral / active EE | $7,196 | $4,783+50.4% | $6,026+19.4% | $3,192+125.4% |
| Admin fee / account holder | $7,546 | $4,927+53.2% | $8,175-7.7% | $4,297+75.6% |