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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 | $54,130 | $40,275+34.4% | $57,356-5.6% | $59,633-9.2% |
| Participation rate | 100.0% | 69.1%+30.9pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 2.76% | 27.52%-24.8pp | 24.41%-21.7pp | 2041.45%-2038.7pp |
| Employer contribution / active EE | $1,396 | $1,921-27.4% | $2,689-48.1% | $2,203-36.6% |
| Participant deferral / active EE | $1,431 | $2,400-40.4% | $3,162-54.7% | $3,192-55.2% |
| Admin fee / account holder | $3,142 | $2,820+11.4% | $3,357-6.4% | $4,297-26.9% |