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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 | $61,456 | $40,263+52.6% | $57,347+7.2% | $59,632+3.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 1.98% | 27.50%-25.5pp | 24.40%-22.4pp | 2041.32%-2039.3pp |
| Employer contribution / active EE | $1,864 | $1,922-3.0% | $2,689-30.7% | $2,203-15.4% |
| Participant deferral / active EE | $5,934 | $2,400+147.3% | $3,162+87.7% | $3,192+85.9% |
| Admin fee / account holder | $1,183 | $2,819-58.0% | $3,356-64.7% | $4,297-72.5% |