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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 | $113,799 | $72,177+57.7% | $115,037-1.1% | $59,632+90.8% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 1.59% | 12.02%-10.4pp | 26.14%-24.5pp | 2041.32%-2039.7pp |
| Employer contribution / active EE | $3,774 | $2,841+32.8% | $4,608-18.1% | $2,203+71.4% |
| Participant deferral / active EE | $3,319 | $4,783-30.6% | $6,026-44.9% | $3,192+4.0% |
| Admin fee / account holder | $3,807 | $4,927-22.7% | $8,175-53.4% | $4,297-11.4% |