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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 | $95,033 | $64,311+47.8% | $57,356+65.7% | $125,389-24.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 2.28% | 25.14%-22.9pp | 24.41%-22.1pp | 282.24%-280.0pp |
| Employer contribution / active EE | $2,558 | $3,193-19.9% | $2,689-4.9% | $4,866-47.4% |
| Participant deferral / active EE | $7,034 | $3,846+82.9% | $3,162+122.5% | $5,352+31.4% |
| Admin fee / account holder | $12,226 | $5,243+133.2% | $3,357+264.2% | $9,541+28.1% |