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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 | $67,259 | $40,275+67.0% | $57,356+17.3% | $59,633+12.8% |
| Participation rate | 89.4% | 69.1%+20.3pp | 75.1%+14.3pp | 68.7%+20.7pp |
| Annual return | 0.57% | 27.52%-27.0pp | 24.41%-23.8pp | 2041.45%-2040.9pp |
| Employer contribution / active EE | $3,301 | $1,921+71.8% | $2,689+22.8% | $2,203+49.9% |
| Participant deferral / active EE | $3,535 | $2,400+47.3% | $3,162+11.8% | $3,192+10.8% |
| Admin fee / account holder | $2,904 | $2,820+3.0% | $3,357-13.5% | $4,297-32.4% |