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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 | $42,553 | $40,275+5.7% | $57,356-25.8% | $59,633-28.6% |
| Participation rate | 98.4% | 69.1%+29.2pp | 75.1%+23.3pp | 68.7%+29.7pp |
| Annual return | 1.00% | 27.52%-26.5pp | 24.41%-23.4pp | 2041.45%-2040.4pp |
| Employer contribution / active EE | $4,046 | $1,921+110.6% | $2,689+50.5% | $2,203+83.7% |
| Participant deferral / active EE | $3,300 | $2,400+37.5% | $3,162+4.4% | $3,192+3.4% |
| Admin fee / account holder | $13,298 | $2,820+371.5% | $3,357+296.1% | $4,297+209.5% |