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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 | $92,356 | $40,275+129.3% | $57,356+61.0% | $59,633+54.9% |
| Participation rate | 94.7% | 69.1%+25.6pp | 75.1%+19.7pp | 68.7%+26.1pp |
| Annual return | 2.53% | 27.52%-25.0pp | 24.41%-21.9pp | 2041.45%-2038.9pp |
| Employer contribution / active EE | $908 | $1,921-52.7% | $2,689-66.2% | $2,203-58.8% |
| Participant deferral / active EE | $1,508 | $2,400-37.2% | $3,162-52.3% | $3,192-52.8% |
| Admin fee / account holder | $1,907 | $2,820-32.4% | $3,357-43.2% | $4,297-55.6% |