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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 | $63,329 | $40,264+57.3% | $57,349+10.4% | $59,633+6.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 1.80% | 27.51%-25.7pp | 24.40%-22.6pp | 2041.40%-2039.6pp |
| Employer contribution / active EE | $2,942 | $1,922+53.1% | $2,689+9.4% | $2,203+33.6% |
| Participant deferral / active EE | $3,329 | $2,400+38.7% | $3,162+5.3% | $3,192+4.3% |
| Admin fee / account holder | $2,398 | $2,819-15.0% | $3,356-28.6% | $4,297-44.2% |