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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 | $58,355 | $40,275+44.9% | $57,356+1.7% | $59,633-2.1% |
| Participation rate | 97.0% | 69.1%+27.9pp | 75.1%+21.9pp | 68.7%+28.3pp |
| Annual return | 3.48% | 27.52%-24.0pp | 24.41%-20.9pp | 2041.45%-2038.0pp |
| Employer contribution / active EE | $3,832 | $1,921+99.4% | $2,689+42.5% | $2,203+74.0% |
| Participant deferral / active EE | $2,504 | $2,400+4.3% | $3,162-20.8% | $3,192-21.5% |
| Admin fee / account holder | $11,075 | $2,820+292.7% | $3,357+229.9% | $4,297+157.8% |