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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 | $82,721 | $64,311+28.6% | $57,356+44.2% | $125,389-34.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 2.40% | 25.14%-22.7pp | 24.41%-22.0pp | 282.24%-279.8pp |
| Employer contribution / active EE | $2,263 | $3,193-29.1% | $2,689-15.8% | $4,866-53.5% |
| Participant deferral / active EE | $4,143 | $3,846+7.7% | $3,162+31.0% | $5,352-22.6% |
| Admin fee / account holder | $2,112 | $5,243-59.7% | $3,357-37.1% | $9,541-77.9% |