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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 | $70,105 | $40,275+74.1% | $57,356+22.2% | $59,633+17.6% |
| Participation rate | 92.2% | 69.1%+23.1pp | 75.1%+17.1pp | 68.7%+23.5pp |
| Annual return | 2.43% | 27.52%-25.1pp | 24.41%-22.0pp | 2041.45%-2039.0pp |
| Employer contribution / active EE | $1,626 | $1,921-15.4% | $2,689-39.5% | $2,203-26.2% |
| Participant deferral / active EE | $2,665 | $2,400+11.0% | $3,162-15.7% | $3,192-16.5% |
| Admin fee / account holder | $1,537 | $2,820-45.5% | $3,357-54.2% | $4,297-64.2% |