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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 | $76,905 | $52,678+46.0% | $75,784+1.5% | $59,633+29.0% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | 2.96% | 2.95%0pp | 9.68%-6.7pp | 2041.45%-2038.5pp |
| Employer contribution / active EE | $2,982 | $2,193+35.9% | $3,323-10.3% | $2,203+35.4% |
| Participant deferral / active EE | $5,648 | $2,591+118.0% | $3,652+54.7% | $3,192+77.0% |
| Admin fee / account holder | $3,467 | $3,610-4.0% | $5,300-34.6% | $4,297-19.3% |