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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 | $70,244 | $45,152+55.6% | $73,845-4.9% | $59,632+17.8% |
| Participation rate | 96.0% | 64.0%+32.0pp | 73.4%+22.6pp | 68.7%+27.3pp |
| Annual return | 1.41% | 27.40%-26.0pp | 2267.91%-2266.5pp | 2041.32%-2039.9pp |
| Employer contribution / active EE | $2,105 | $1,902+10.7% | $2,788-24.5% | $2,203-4.4% |
| Participant deferral / active EE | $7,349 | $2,574+185.5% | $3,583+105.1% | $3,192+130.3% |
| Admin fee / account holder | $1,669 | $3,516-52.5% | $4,881-65.8% | $4,297-61.1% |