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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 | $40,263+82.1% | $57,347+27.8% | $59,632+22.9% |
| Participation rate | 71.0% | 69.2%+1.8pp | 75.1%-4.1pp | 68.7%+2.3pp |
| Annual return | 2.67% | 27.50%-24.8pp | 24.40%-21.7pp | 2041.32%-2038.6pp |
| Employer contribution / active EE | $818 | $1,922-57.4% | $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 | $2,819+1166.0% | $3,356+963.3% | $4,297+730.4% |