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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 | $152,637 | $40,275+279.0% | $57,356+166.1% | $59,633+156.0% |
| Participation rate | 84.9% | 69.1%+15.8pp | 75.1%+9.9pp | 68.7%+16.3pp |
| Annual return | 1.12% | 27.52%-26.4pp | 24.41%-23.3pp | 2041.45%-2040.3pp |
| Employer contribution / active EE | $2,743 | $1,921+42.8% | $2,689+2.0% | $2,203+24.5% |
| Participant deferral / active EE | $3,861 | $2,400+60.9% | $3,162+22.1% | $3,192+21.0% |
| Admin fee / account holder | $9,644 | $2,820+241.9% | $3,357+187.3% | $4,297+124.4% |