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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 | $64,989 | $64,307+1.1% | $57,349+13.3% | $125,388-48.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 3.45% | 25.14%-21.7pp | 24.40%-21.0pp | 282.24%-278.8pp |
| Employer contribution / active EE | $4,315 | $3,193+35.1% | $2,689+60.5% | $4,866-11.3% |
| Participant deferral / active EE | $5,386 | $3,847+40.0% | $3,162+70.3% | $5,352+0.7% |
| Admin fee / account holder | $18,041 | $5,242+244.2% | $3,356+437.5% | $9,541+89.1% |