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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 | $111,730 | $45,566+145.2% | $64,105+74.3% | $59,633+87.4% |
| Participation rate | 86.9% | 60.2%+26.7pp | 68.2%+18.7pp | 68.7%+18.2pp |
| Annual return | 1.72% | 4.95%-3.2pp | 791.24%-789.5pp | 2041.45%-2039.7pp |
| Employer contribution / active EE | $2,356 | $934+152.2% | $1,820+29.4% | $2,203+6.9% |
| Participant deferral / active EE | $4,279 | $2,057+108.0% | $2,822+51.6% | $3,192+34.1% |
| Admin fee / account holder | $4,614 | $3,268+41.2% | $4,499+2.5% | $4,297+7.4% |