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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 | $181,639 | $52,678+244.8% | $75,784+139.7% | $59,633+204.6% |
| Participation rate | 80.6% | 67.2%+13.4pp | 75.8%+4.8pp | 68.7%+12.0pp |
| Annual return | 0.43% | 2.95%-2.5pp | 9.68%-9.3pp | 2041.45%-2041.0pp |
| Employer contribution / active EE | $2,313 | $2,193+5.4% | $3,323-30.4% | $2,203+5.0% |
| Participant deferral / active EE | $7,778 | $2,591+200.2% | $3,652+113.0% | $3,192+143.7% |
| Admin fee / account holder | $3,590 | $3,610-0.5% | $5,300-32.3% | $4,297-16.4% |