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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 | $84,475 | $40,275+109.7% | $57,356+47.3% | $59,633+41.7% |
| Participation rate | 97.4% | 69.1%+28.3pp | 75.1%+22.4pp | 68.7%+28.8pp |
| Annual return | 2.21% | 27.52%-25.3pp | 24.41%-22.2pp | 2041.45%-2039.2pp |
| Employer contribution / active EE | $5,657 | $1,921+194.4% | $2,689+110.4% | $2,203+156.9% |
| Participant deferral / active EE | $1,306 | $2,400-45.6% | $3,162-58.7% | $3,192-59.1% |
| Admin fee / account holder | $3,072 | $2,820+8.9% | $3,357-8.5% | $4,297-28.5% |