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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 | $32,821 | $40,264-18.5% | $57,349-42.8% | $59,633-45.0% |
| Participation rate | 92.9% | 69.2%+23.7pp | 75.1%+17.8pp | 68.7%+24.2pp |
| Annual return | 3.05% | 27.51%-24.5pp | 24.40%-21.4pp | 2041.40%-2038.3pp |
| Employer contribution / active EE | $4,100 | $1,922+113.3% | $2,689+52.5% | $2,203+86.1% |
| Participant deferral / active EE | $4,164 | $2,400+73.5% | $3,162+31.7% | $3,192+30.5% |
| Admin fee / account holder | $583 | $2,819-79.3% | $3,356-82.6% | $4,297-86.4% |