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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 | $108,680 | $48,050+126.2% | $85,969+26.4% | $59,633+82.2% |
| Participation rate | 76.5% | 64.5%+12.0pp | 76.5%-0.1pp | 68.7%+7.8pp |
| Annual return | 0.00% | 0.29%-0.3pp | 9.32%-9.3pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $996 | $1,640-39.3% | $3,474-71.3% | $2,203-54.8% |
| Participant deferral / active EE | $2,748 | $2,249+22.2% | $3,829-28.2% | $3,192-13.9% |
| Admin fee / account holder | $1,927 | $3,206-39.9% | $6,053-68.2% | $4,297-55.2% |