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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 | $86,529 | $40,264+114.9% | $57,349+50.9% | $59,633+45.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 2.09% | 27.51%-25.4pp | 24.40%-22.3pp | 2041.40%-2039.3pp |
| Employer contribution / active EE | $1,957 | $1,922+1.8% | $2,689-27.2% | $2,203-11.2% |
| Participant deferral / active EE | $2,451 | $2,400+2.1% | $3,162-22.5% | $3,192-23.2% |
| Admin fee / account holder | $7,931 | $2,819+181.3% | $3,356+136.3% | $4,297+84.6% |