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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 | $73,305 | $40,275+82.0% | $57,356+27.8% | $59,633+22.9% |
| Participation rate | 71.0% | 69.1%+1.8pp | 75.1%-4.1pp | 68.7%+2.3pp |
| Annual return | 2.67% | 27.52%-24.9pp | 24.41%-21.7pp | 2041.45%-2038.8pp |
| Employer contribution / active EE | $818 | $1,921-57.4% | $2,689-69.6% | $2,203-62.9% |
| Participant deferral / active EE | $5,584 | $2,400+132.7% | $3,162+76.6% | $3,192+75.0% |
| Admin fee / account holder | $35,684 | $2,820+1165.2% | $3,357+962.9% | $4,297+730.4% |