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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 | $190,296 | $78,694+141.8% | $67,652+181.3% | $125,389+51.8% |
| Participation rate | 88.9% | 78.8%+10.1pp | 75.7%+13.2pp | 83.2%+5.7pp |
| Annual return | 2.09% | 9.46%-7.4pp | 6625.40%-6623.3pp | 282.24%-280.1pp |
| Employer contribution / active EE | $2,578 | $3,044-15.3% | $2,266+13.8% | $4,866-47.0% |
| Participant deferral / active EE | $7,628 | $4,292+77.7% | $3,560+114.3% | $5,352+42.5% |
| Admin fee / account holder | $12,106 | $7,403+63.5% | $4,821+151.1% | $9,541+26.9% |