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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 | $100,932 | $40,275+150.6% | $57,356+76.0% | $59,633+69.3% |
| Participation rate | 95.2% | 69.1%+26.1pp | 75.1%+20.2pp | 68.7%+26.6pp |
| Annual return | 0.42% | 27.52%-27.1pp | 24.41%-24.0pp | 2041.45%-2041.0pp |
| Employer contribution / active EE | $4,424 | $1,921+130.2% | $2,689+64.5% | $2,203+100.8% |
| Participant deferral / active EE | $4,513 | $2,400+88.0% | $3,162+42.7% | $3,192+41.4% |
| Admin fee / account holder | $3,829 | $2,820+35.8% | $3,357+14.1% | $4,297-10.9% |