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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 | $96,294 | $52,678+82.8% | $75,784+27.1% | $59,633+61.5% |
| Participation rate | 76.7% | 67.2%+9.4pp | 75.8%+0.8pp | 68.7%+8.0pp |
| Annual return | 1.04% | 2.95%-1.9pp | 9.68%-8.6pp | 2041.40%-2040.4pp |
| Employer contribution / active EE | $2,668 | $2,193+21.6% | $3,323-19.7% | $2,203+21.1% |
| Participant deferral / active EE | $1,376 | $2,591-46.9% | $3,652-62.3% | $3,192-56.9% |
| Admin fee / account holder | $3,033 | $3,610-16.0% | $5,300-42.8% | $4,297-29.4% |