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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 | $42,065 | $40,275+4.4% | $57,356-26.7% | $59,633-29.5% |
| Participation rate | 100.0% | 69.1%+30.9pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 2.01% | 27.52%-25.5pp | 24.41%-22.4pp | 2041.45%-2039.4pp |
| Employer contribution / active EE | $2,535 | $1,921+31.9% | $2,689-5.7% | $2,203+15.1% |
| Participant deferral / active EE | $2,555 | $2,400+6.5% | $3,162-19.2% | $3,192-19.9% |
| Admin fee / account holder | $421 | $2,820-85.1% | $3,357-87.4% | $4,297-90.2% |