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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 | $132,234 | $40,264+228.4% | $57,349+130.6% | $59,633+121.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 1.21% | 27.51%-26.3pp | 24.40%-23.2pp | 2041.40%-2040.2pp |
| Employer contribution / active EE | $3,603 | $1,922+87.5% | $2,689+34.0% | $2,203+63.6% |
| Participant deferral / active EE | $2,213 | $2,400-7.8% | $3,162-30.0% | $3,192-30.7% |
| Admin fee / account holder | $665 | $2,819-76.4% | $3,356-80.2% | $4,297-84.5% |