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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 | $97,862 | $52,678+85.8% | $75,784+29.1% | $59,633+64.1% |
| Participation rate | 94.4% | 67.2%+27.2pp | 75.8%+18.6pp | 68.7%+25.8pp |
| Annual return | 6.50% | 2.95%+3.6pp | 9.68%-3.2pp | 2041.40%-2034.9pp |
| Employer contribution / active EE | $694 | $2,193-68.3% | $3,323-79.1% | $2,203-68.5% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,652-100.0% | $3,192-100.0% |
| Admin fee / account holder | $4,329 | $3,610+19.9% | $5,300-18.3% | $4,297+0.8% |