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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 | $140,532 | $72,177+94.7% | $115,038+22.2% | $59,633+135.7% |
| Participation rate | 95.4% | 72.6%+22.9pp | 81.4%+14.0pp | 68.7%+26.7pp |
| Annual return | 1.98% | 12.02%-10.0pp | 26.14%-24.2pp | 2041.45%-2039.5pp |
| Employer contribution / active EE | $3,495 | $2,841+23.0% | $4,608-24.2% | $2,203+58.7% |
| Participant deferral / active EE | $8,161 | $4,783+70.6% | $6,026+35.4% | $3,192+155.7% |
| Admin fee / account holder | $2,036 | $4,927-58.7% | $8,175-75.1% | $4,297-52.6% |