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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 | $201,045 | $72,177+178.5% | $115,037+74.8% | $59,633+237.1% |
| Participation rate | 93.5% | 72.6%+20.9pp | 81.4%+12.1pp | 68.7%+24.8pp |
| Annual return | 0.17% | 12.02%-11.9pp | 26.14%-26.0pp | 2041.40%-2041.2pp |
| Employer contribution / active EE | $2,500 | $2,841-12.0% | $4,608-45.7% | $2,203+13.5% |
| Participant deferral / active EE | $13,141 | $4,783+174.7% | $6,026+118.1% | $3,192+311.7% |
| Admin fee / account holder | $43,969 | $4,927+792.4% | $8,175+437.8% | $4,297+923.2% |