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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 | $88,167 | $45,872+92.2% | $77,096+14.4% | $68,486+28.7% |
| Participation rate | 97.1% | 55.9%+41.2pp | 67.9%+29.2pp | 67.9%+29.2pp |
| Annual return | 29.88% | 1.73%+28.2pp | 42.35%-12.5pp | -7.85%+37.7pp |
| Employer contribution / active EE | $2,250 | $1,650+36.4% | $2,814-20.0% | $2,597-13.3% |
| Participant deferral / active EE | $0 | $2,963-100.0% | $4,429-100.0% | $4,028-100.0% |
| Admin fee / account holder | $734 | $3,041-75.9% | $5,428-86.5% | $5,404-86.4% |