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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 | $53,671 | $48,050+11.7% | $85,969-37.6% | $59,633-10.0% |
| Participation rate | 88.6% | 64.5%+24.1pp | 76.5%+12.0pp | 68.7%+19.9pp |
| Annual return | 2.90% | 0.29%+2.6pp | 9.32%-6.4pp | 2041.45%-2038.6pp |
| Employer contribution / active EE | $2,518 | $1,640+53.6% | $3,474-27.5% | $2,203+14.3% |
| Participant deferral / active EE | $4,629 | $2,249+105.8% | $3,829+20.9% | $3,192+45.0% |
| Admin fee / account holder | $2,088 | $3,206-34.9% | $6,053-65.5% | $4,297-51.4% |