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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 | $86,262 | $45,566+89.3% | $64,105+34.6% | $59,633+44.7% |
| Participation rate | 84.7% | 60.2%+24.6pp | 68.2%+16.6pp | 68.7%+16.1pp |
| Annual return | 1.37% | 4.95%-3.6pp | 791.24%-789.9pp | 2041.45%-2040.1pp |
| Employer contribution / active EE | $916 | $934-1.9% | $1,820-49.6% | $2,203-58.4% |
| Participant deferral / active EE | $5,288 | $2,057+157.1% | $2,822+87.4% | $3,192+65.7% |
| Admin fee / account holder | $2,944 | $3,268-9.9% | $4,499-34.6% | $4,297-31.5% |