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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 | $50,555 | $40,264+25.6% | $57,349-11.8% | $59,633-15.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 4.64% | 27.51%-22.9pp | 24.40%-19.8pp | 2041.40%-2036.8pp |
| Employer contribution / active EE | $2,275 | $1,922+18.3% | $2,689-15.4% | $2,203+3.3% |
| Participant deferral / active EE | $4,070 | $2,400+69.6% | $3,162+28.7% | $3,192+27.5% |
| Admin fee / account holder | $488 | $2,819-82.7% | $3,356-85.4% | $4,297-88.6% |