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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 | $247,152 | $72,177+242.4% | $115,038+114.8% | $59,633+314.5% |
| Participation rate | 98.6% | 72.6%+26.1pp | 81.4%+17.3pp | 68.7%+30.0pp |
| Annual return | 0.60% | 12.02%-11.4pp | 26.14%-25.5pp | 2041.45%-2040.9pp |
| Employer contribution / active EE | $6,168 | $2,841+117.1% | $4,608+33.9% | $2,203+180.0% |
| Participant deferral / active EE | $8,649 | $4,783+80.8% | $6,026+43.5% | $3,192+171.0% |
| Admin fee / account holder | $41,080 | $4,927+733.8% | $8,175+402.5% | $4,297+856.0% |