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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 | $164,345 | $75,832+116.7% | $147,618+11.3% | $59,633+175.6% |
| Participation rate | 90.7% | 71.6%+19.1pp | 84.6%+6.0pp | 68.7%+22.0pp |
| Annual return | 0.42% | 0.37%+0.1pp | 61.98%-61.6pp | 2041.40%-2041.0pp |
| Employer contribution / active EE | $2,768 | $3,485-20.6% | $5,565-50.3% | $2,203+25.6% |
| Participant deferral / active EE | $4,083 | $3,131+30.4% | $4,895-16.6% | $3,192+27.9% |
| Admin fee / account holder | $19,592 | $5,986+227.3% | $11,612+68.7% | $4,297+355.9% |