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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 | $55,078 | $45,152+22.0% | $73,836-25.4% | $59,633-7.6% |
| Participation rate | 90.6% | 64.0%+26.6pp | 73.4%+17.2pp | 68.7%+22.0pp |
| Annual return | 1.82% | 27.40%-25.6pp | 2268.06%-2266.2pp | 2041.45%-2039.6pp |
| Employer contribution / active EE | $2,653 | $1,901+39.5% | $2,787-4.8% | $2,203+20.4% |
| Participant deferral / active EE | $2,275 | $2,573-11.6% | $3,583-36.5% | $3,192-28.7% |
| Admin fee / account holder | $5,158 | $3,515+46.7% | $4,882+5.6% | $4,297+20.0% |