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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 | $128,711 | $72,177+78.3% | $115,038+11.9% | $59,633+115.8% |
| Participation rate | 98.5% | 72.6%+25.9pp | 81.4%+17.1pp | 68.7%+29.8pp |
| Annual return | 0.96% | 12.02%-11.1pp | 26.14%-25.2pp | 2041.45%-2040.5pp |
| Employer contribution / active EE | $5,393 | $2,841+89.8% | $4,608+17.0% | $2,203+144.8% |
| Participant deferral / active EE | $7,852 | $4,783+64.2% | $6,026+30.3% | $3,192+146.0% |
| Admin fee / account holder | $22,205 | $4,927+350.7% | $8,175+171.6% | $4,297+416.8% |