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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 | $67,315 | $45,566+47.7% | $64,105+5.0% | $59,633+12.9% |
| Participation rate | 98.2% | 60.2%+38.0pp | 68.2%+30.0pp | 68.7%+29.5pp |
| Annual return | 6.64% | 4.95%+1.7pp | 791.24%-784.6pp | 2041.45%-2034.8pp |
| Employer contribution / active EE | $1,186 | $934+27.0% | $1,820-34.8% | $2,203-46.2% |
| Participant deferral / active EE | $0 | $2,057-100.0% | $2,822-100.0% | $3,192-100.0% |
| Admin fee / account holder | $901 | $3,268-72.4% | $4,499-80.0% | $4,297-79.0% |