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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 | $71,848 | $40,275+78.4% | $57,356+25.3% | $59,633+20.5% |
| Participation rate | 100.0% | 69.1%+30.9pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 0.99% | 27.52%-26.5pp | 24.41%-23.4pp | 2041.45%-2040.5pp |
| Employer contribution / active EE | $1,069 | $1,921-44.3% | $2,689-60.2% | $2,203-51.5% |
| Participant deferral / active EE | $4,590 | $2,400+91.3% | $3,162+45.2% | $3,192+43.8% |
| Admin fee / account holder | $3,347 | $2,820+18.7% | $3,357-0.3% | $4,297-22.1% |