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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 | $77,751 | $54,320+43.1% | $67,652+14.9% | $52,331+48.6% |
| Participation rate | 76.1% | 73.6%+2.5pp | 75.7%+0.4pp | 68.1%+8.0pp |
| Annual return | 0.24% | 6.81%-6.6pp | 6625.40%-6625.2pp | 4.54%-4.3pp |
| Employer contribution / active EE | $2,597 | $1,544+68.2% | $2,266+14.6% | $1,882+38.0% |
| Participant deferral / active EE | $3,866 | $2,950+31.1% | $3,560+8.6% | $3,022+27.9% |
| Admin fee / account holder | $1,361 | $527+158.5% | $4,821-71.8% | $592+130.1% |