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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 | $174,241 | $40,264+332.7% | $57,349+203.8% | $59,633+192.2% |
| Participation rate | 92.6% | 69.2%+23.4pp | 75.1%+17.5pp | 68.7%+23.9pp |
| Annual return | 2.35% | 27.51%-25.2pp | 24.40%-22.1pp | 2041.40%-2039.1pp |
| Employer contribution / active EE | $2,863 | $1,922+49.0% | $2,689+6.5% | $2,203+30.0% |
| Participant deferral / active EE | $0 | $2,400-100.0% | $3,162-100.0% | $3,192-100.0% |
| Admin fee / account holder | $551 | $2,819-80.5% | $3,356-83.6% | $4,297-87.2% |