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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 | $74,389 | $52,678+41.2% | $75,784-1.8% | $59,633+24.7% |
| Participation rate | 91.2% | 67.2%+24.0pp | 75.8%+15.4pp | 68.7%+22.6pp |
| Annual return | 2.44% | 2.95%-0.5pp | 9.68%-7.2pp | 2041.45%-2039.0pp |
| Employer contribution / active EE | $7,606 | $2,193+246.8% | $3,323+128.9% | $2,203+245.3% |
| Participant deferral / active EE | $3,636 | $2,591+40.4% | $3,652-0.4% | $3,192+13.9% |
| Admin fee / account holder | $2,217 | $3,610-38.6% | $5,300-58.2% | $4,297-48.4% |