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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 | $50,153 | $40,264+24.6% | $57,349-12.5% | $59,633-15.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 0.26% | 27.51%-27.2pp | 24.40%-24.1pp | 2041.40%-2041.1pp |
| Employer contribution / active EE | $4,768 | $1,922+148.1% | $2,689+77.3% | $2,203+116.5% |
| Participant deferral / active EE | $4,626 | $2,400+92.8% | $3,162+46.3% | $3,192+44.9% |
| Admin fee / account holder | $4,634 | $2,819+64.4% | $3,356+38.1% | $4,297+7.8% |