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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 | $61,068 | $40,275+51.6% | $57,356+6.5% | $59,633+2.4% |
| Participation rate | 97.4% | 69.1%+28.3pp | 75.1%+22.4pp | 68.7%+28.8pp |
| Annual return | 1.61% | 27.52%-25.9pp | 24.41%-22.8pp | 2041.45%-2039.8pp |
| Employer contribution / active EE | $1,592 | $1,921-17.1% | $2,689-40.8% | $2,203-27.7% |
| Participant deferral / active EE | $2,952 | $2,400+23.0% | $3,162-6.6% | $3,192-7.5% |
| Admin fee / account holder | $5,150 | $2,820+82.6% | $3,357+53.4% | $4,297+19.9% |