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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 | $188,298 | $45,152+317.0% | $73,836+155.0% | $59,633+215.8% |
| Participation rate | 94.2% | 64.0%+30.2pp | 73.4%+20.8pp | 68.7%+25.5pp |
| Annual return | 0.45% | 27.40%-27.0pp | 2268.06%-2267.6pp | 2041.45%-2041.0pp |
| Employer contribution / active EE | $12,239 | $1,901+543.7% | $2,787+339.1% | $2,203+455.7% |
| Participant deferral / active EE | $9,232 | $2,573+258.8% | $3,583+157.7% | $3,192+189.3% |
| Admin fee / account holder | $1,491 | $3,515-57.6% | $4,882-69.5% | $4,297-65.3% |