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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 | $191,649 | $45,566+320.6% | $64,105+199.0% | $59,633+221.4% |
| Participation rate | 96.8% | 60.2%+36.7pp | 68.2%+28.7pp | 68.7%+28.2pp |
| Annual return | 4.33% | 4.95%-0.6pp | 791.24%-786.9pp | 2041.45%-2037.1pp |
| Employer contribution / active EE | $5,211 | $934+457.9% | $1,820+186.3% | $2,203+136.6% |
| Participant deferral / active EE | $8,600 | $2,057+318.2% | $2,822+204.8% | $3,192+169.5% |
| Admin fee / account holder | $841 | $3,268-74.3% | $4,499-81.3% | $4,297-80.4% |