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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 | $128,278 | $52,678+143.5% | $75,784+69.3% | $59,633+115.1% |
| Participation rate | 75.0% | 67.2%+7.8pp | 75.8%-0.8pp | 68.7%+6.3pp |
| Annual return | 0.52% | 2.95%-2.4pp | 9.68%-9.2pp | 2041.45%-2040.9pp |
| Employer contribution / active EE | $7,603 | $2,193+246.6% | $3,323+128.8% | $2,203+245.2% |
| Participant deferral / active EE | $5,196 | $2,591+100.6% | $3,652+42.3% | $3,192+62.8% |
| Admin fee / account holder | $38,202 | $3,610+958.2% | $5,300+620.8% | $4,297+789.0% |