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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 | $44,296 | $64,307-31.1% | $57,347-22.8% | $125,393-64.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 2.42% | 25.14%-22.7pp | 24.40%-22.0pp | 282.23%-279.8pp |
| Employer contribution / active EE | $3,457 | $3,193+8.3% | $2,689+28.6% | $4,866-29.0% |
| Participant deferral / active EE | $1,112 | $3,847-71.1% | $3,162-64.8% | $5,351-79.2% |
| Admin fee / account holder | $1,354 | $5,242-74.2% | $3,356-59.7% | $9,541-85.8% |