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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 | $90,947 | $54,380+67.2% | $68,509+32.8% | $59,633+52.5% |
| Participation rate | 96.0% | 70.2%+25.8pp | 74.7%+21.3pp | 68.7%+27.3pp |
| Annual return | 0.52% | 2.83%-2.3pp | 8.27%-7.7pp | 2041.45%-2040.9pp |
| Employer contribution / active EE | $2,192 | $1,539+42.5% | $2,278-3.8% | $2,203-0.5% |
| Participant deferral / active EE | $3,231 | $2,643+22.2% | $3,382-4.5% | $3,192+1.2% |
| Admin fee / account holder | $2,365 | $3,885-39.1% | $5,275-55.2% | $4,297-45.0% |