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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 | $52,281 | $40,275+29.8% | $57,356-8.8% | $59,633-12.3% |
| Participation rate | 84.0% | 69.1%+14.9pp | 75.1%+8.9pp | 68.7%+15.3pp |
| Annual return | 1.84% | 27.52%-25.7pp | 24.41%-22.6pp | 2041.45%-2039.6pp |
| Employer contribution / active EE | $3,083 | $1,921+60.5% | $2,689+14.7% | $2,203+40.0% |
| Participant deferral / active EE | $0 | $2,400-100.0% | $3,162-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,059 | $2,820-62.4% | $3,357-68.4% | $4,297-75.3% |