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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 | $58,327 | $40,263+44.9% | $57,347+1.7% | $59,632-2.2% |
| Participation rate | 86.7% | 69.2%+17.5pp | 75.1%+11.6pp | 68.7%+18.0pp |
| Annual return | 0.80% | 27.50%-26.7pp | 24.40%-23.6pp | 2041.32%-2040.5pp |
| Employer contribution / active EE | $7,317 | $1,922+280.7% | $2,689+172.1% | $2,203+232.2% |
| Participant deferral / active EE | $5,631 | $2,400+134.6% | $3,162+78.1% | $3,192+76.4% |
| Admin fee / account holder | $1,617 | $2,819-42.6% | $3,356-51.8% | $4,297-62.4% |