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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 | $68,198 | $40,275+69.3% | $57,356+18.9% | $59,633+14.4% |
| Participation rate | 79.3% | 69.1%+10.2pp | 75.1%+4.2pp | 68.7%+10.6pp |
| Annual return | 1.90% | 27.52%-25.6pp | 24.41%-22.5pp | 2041.45%-2039.5pp |
| Employer contribution / active EE | $3,277 | $1,921+70.6% | $2,689+21.9% | $2,203+48.8% |
| Participant deferral / active EE | $2,175 | $2,400-9.4% | $3,162-31.2% | $3,192-31.9% |
| Admin fee / account holder | $1,055 | $2,820-62.6% | $3,357-68.6% | $4,297-75.4% |