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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 | $67,033 | $54,380+23.3% | $68,509-2.2% | $59,633+12.4% |
| Participation rate | 88.5% | 70.2%+18.3pp | 74.7%+13.8pp | 68.7%+19.9pp |
| Annual return | 0.94% | 2.83%-1.9pp | 8.27%-7.3pp | 2041.45%-2040.5pp |
| Employer contribution / active EE | $2,070 | $1,539+34.6% | $2,278-9.1% | $2,203-6.0% |
| Participant deferral / active EE | $4,786 | $2,643+81.1% | $3,382+41.5% | $3,192+49.9% |
| Admin fee / account holder | $1,251 | $3,885-67.8% | $5,275-76.3% | $4,297-70.9% |