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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 | $77,727 | $54,380+42.9% | $68,509+13.5% | $59,633+30.3% |
| Participation rate | 98.6% | 70.2%+28.5pp | 74.7%+23.9pp | 68.7%+30.0pp |
| Annual return | 4.31% | 2.83%+1.5pp | 8.27%-4.0pp | 2041.40%-2037.1pp |
| Employer contribution / active EE | $1,260 | $1,539-18.1% | $2,278-44.7% | $2,203-42.8% |
| Participant deferral / active EE | $2,320 | $2,643-12.2% | $3,382-31.4% | $3,192-27.3% |
| Admin fee / account holder | $18,560 | $3,885+377.7% | $5,275+251.9% | $4,297+331.9% |