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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 | $69,649 | $54,380+28.1% | $68,509+1.7% | $59,633+16.8% |
| Participation rate | 91.9% | 70.2%+21.7pp | 74.7%+17.2pp | 68.7%+23.2pp |
| Annual return | 2.90% | 2.83%+0.1pp | 8.27%-5.4pp | 2041.45%-2038.6pp |
| Employer contribution / active EE | $5,677 | $1,539+269.0% | $2,278+149.2% | $2,203+157.7% |
| Participant deferral / active EE | $4,468 | $2,643+69.0% | $3,382+32.1% | $3,192+40.0% |
| Admin fee / account holder | $17,363 | $3,885+346.9% | $5,275+229.2% | $4,297+304.1% |