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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 | $63,205 | $40,263+57.0% | $57,347+10.2% | $59,632+6.0% |
| Participation rate | 83.3% | 69.2%+14.2pp | 75.1%+8.2pp | 68.7%+14.7pp |
| Annual return | 0.89% | 27.50%-26.6pp | 24.40%-23.5pp | 2041.32%-2040.4pp |
| Employer contribution / active EE | $2,390 | $1,922+24.3% | $2,689-11.1% | $2,203+8.5% |
| Participant deferral / active EE | $4,224 | $2,400+76.0% | $3,162+33.6% | $3,192+32.4% |
| Admin fee / account holder | $321 | $2,819-88.6% | $3,356-90.4% | $4,297-92.5% |