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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 | $93,826 | $52,678+78.1% | $75,784+23.8% | $59,633+57.3% |
| Participation rate | 79.4% | 67.2%+12.2pp | 75.8%+3.6pp | 68.7%+10.7pp |
| Annual return | 2.69% | 2.95%-0.3pp | 9.68%-7.0pp | 2041.45%-2038.8pp |
| Employer contribution / active EE | $981 | $2,193-55.3% | $3,323-70.5% | $2,203-55.4% |
| Participant deferral / active EE | $6,430 | $2,591+148.2% | $3,652+76.1% | $3,192+101.5% |
| Admin fee / account holder | $11,479 | $3,610+218.0% | $5,300+116.6% | $4,297+167.1% |