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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 | $167,773 | $52,678+218.5% | $75,784+121.4% | $59,633+181.3% |
| Participation rate | 92.6% | 67.2%+25.4pp | 75.8%+16.8pp | 68.7%+23.9pp |
| Annual return | 0.43% | 2.95%-2.5pp | 9.68%-9.2pp | 2041.45%-2041.0pp |
| Employer contribution / active EE | $2,533 | $2,193+15.5% | $3,323-23.8% | $2,203+15.0% |
| Participant deferral / active EE | $5,976 | $2,591+130.7% | $3,652+63.6% | $3,192+87.2% |
| Admin fee / account holder | $12,673 | $3,610+251.1% | $5,300+139.1% | $4,297+194.9% |