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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 | $140,103 | $52,678+166.0% | $75,784+84.9% | $59,633+134.9% |
| Participation rate | 95.7% | 67.2%+28.5pp | 75.8%+19.9pp | 68.7%+27.1pp |
| Annual return | 0.27% | 2.95%-2.7pp | 9.68%-9.4pp | 2041.45%-2041.2pp |
| Employer contribution / active EE | $11,066 | $2,193+404.5% | $3,323+233.0% | $2,203+402.4% |
| Participant deferral / active EE | $7,746 | $2,591+199.0% | $3,652+112.1% | $3,192+142.7% |
| Admin fee / account holder | $18,257 | $3,610+405.7% | $5,300+244.5% | $4,297+324.9% |