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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 | $79,607 | $40,275+97.7% | $57,356+38.8% | $59,633+33.5% |
| Participation rate | 100.0% | 69.1%+30.9pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 1.68% | 27.52%-25.8pp | 24.41%-22.7pp | 2041.45%-2039.8pp |
| Employer contribution / active EE | $2,716 | $1,921+41.3% | $2,689+1.0% | $2,203+23.3% |
| Participant deferral / active EE | $2,550 | $2,400+6.3% | $3,162-19.3% | $3,192-20.1% |
| Admin fee / account holder | $348 | $2,820-87.7% | $3,357-89.6% | $4,297-91.9% |