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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 | $60,553 | $40,264+50.4% | $57,349+5.6% | $59,633+1.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 1.94% | 27.51%-25.6pp | 24.40%-22.5pp | 2041.40%-2039.5pp |
| Employer contribution / active EE | $4,325 | $1,922+125.0% | $2,689+60.9% | $2,203+96.4% |
| Participant deferral / active EE | $1,203 | $2,400-49.9% | $3,162-62.0% | $3,192-62.3% |
| Admin fee / account holder | $6,047 | $2,819+114.5% | $3,356+80.2% | $4,297+40.7% |