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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 | $151,338 | $52,911+186.0% | $73,309+106.4% | $59,633+153.8% |
| Participation rate | 98.0% | 68.2%+29.8pp | 74.9%+23.1pp | 68.7%+29.4pp |
| Annual return | 2.03% | 12.20%-10.2pp | 5.67%-3.6pp | 2041.40%-2039.4pp |
| Employer contribution / active EE | $15,173 | $1,909+695.0% | $3,237+368.7% | $2,203+588.9% |
| Participant deferral / active EE | $14,970 | $4,069+267.9% | $4,991+199.9% | $3,192+369.0% |
| Admin fee / account holder | $5,631 | $3,835+46.8% | $5,635-0.1% | $4,297+31.0% |