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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 | $61,947 | $40,275+53.8% | $57,356+8.0% | $59,633+3.9% |
| Participation rate | 80.8% | 69.1%+11.6pp | 75.1%+5.7pp | 68.7%+12.1pp |
| Annual return | 1.05% | 27.52%-26.5pp | 24.41%-23.4pp | 2041.45%-2040.4pp |
| Employer contribution / active EE | $3,481 | $1,921+81.2% | $2,689+29.5% | $2,203+58.0% |
| Participant deferral / active EE | $0 | $2,400-100.0% | $3,162-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,569 | $2,820-8.9% | $3,357-23.5% | $4,297-40.2% |