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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 | $64,134 | $45,566+40.7% | $64,1050% | $59,633+7.5% |
| Participation rate | 98.7% | 60.2%+38.5pp | 68.2%+30.5pp | 68.7%+30.0pp |
| Annual return | 3.62% | 4.95%-1.3pp | 791.24%-787.6pp | 2041.45%-2037.8pp |
| Employer contribution / active EE | $1,630 | $934+74.5% | $1,820-10.5% | $2,203-26.0% |
| Participant deferral / active EE | $0 | $2,057-100.0% | $2,822-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,734 | $3,268-16.3% | $4,499-39.2% | $4,297-36.4% |