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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 | $221,450 | $75,832+192.0% | $147,617+50.0% | $59,633+271.4% |
| Participation rate | 87.3% | 71.6%+15.7pp | 84.6%+2.7pp | 68.7%+18.6pp |
| Annual return | 1.38% | 0.37%+1.0pp | 61.98%-60.6pp | 2041.45%-2040.1pp |
| Employer contribution / active EE | $10,877 | $3,485+212.1% | $5,564+95.5% | $2,203+393.8% |
| Participant deferral / active EE | $8,185 | $3,131+161.5% | $4,895+67.2% | $3,192+156.5% |
| Admin fee / account holder | $2,345 | $5,986-60.8% | $11,612-79.8% | $4,297-45.4% |