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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 | $56,658 | $40,275+40.7% | $57,356-1.2% | $59,633-5.0% |
| Participation rate | 95.7% | 69.1%+26.5pp | 75.1%+20.6pp | 68.7%+27.0pp |
| Annual return | 1.80% | 27.52%-25.7pp | 24.41%-22.6pp | 2041.45%-2039.7pp |
| Employer contribution / active EE | $2,422 | $1,921+26.0% | $2,689-9.9% | $2,203+9.9% |
| Participant deferral / active EE | $1,929 | $2,400-19.6% | $3,162-39.0% | $3,192-39.6% |
| Admin fee / account holder | $5,004 | $2,820+77.4% | $3,357+49.1% | $4,297+16.5% |