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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 | $73,921 | $40,275+83.5% | $57,356+28.9% | $59,633+24.0% |
| Participation rate | 100.0% | 69.1%+30.9pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 1.37% | 27.52%-26.2pp | 24.41%-23.0pp | 2041.45%-2040.1pp |
| Employer contribution / active EE | $2,842 | $1,921+47.9% | $2,689+5.7% | $2,203+29.0% |
| Participant deferral / active EE | $3,601 | $2,400+50.0% | $3,162+13.9% | $3,192+12.8% |
| Admin fee / account holder | $1,882 | $2,820-33.3% | $3,357-43.9% | $4,297-56.2% |