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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 | $95,876 | $54,380+76.3% | $68,509+39.9% | $59,633+60.8% |
| Participation rate | 92.1% | 70.2%+21.9pp | 74.7%+17.4pp | 68.7%+23.4pp |
| Annual return | 1.15% | 2.83%-1.7pp | 8.27%-7.1pp | 2041.40%-2040.2pp |
| Employer contribution / active EE | $2,786 | $1,539+81.1% | $2,278+22.3% | $2,203+26.5% |
| Participant deferral / active EE | $3,595 | $2,643+36.0% | $3,382+6.3% | $3,192+12.6% |
| Admin fee / account holder | $1,665 | $3,885-57.1% | $5,275-68.4% | $4,297-61.2% |