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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 | $51,264 | $40,275+27.3% | $57,356-10.6% | $59,633-14.0% |
| Participation rate | 100.0% | 69.1%+30.9pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 2.08% | 27.52%-25.4pp | 24.41%-22.3pp | 2041.45%-2039.4pp |
| Employer contribution / active EE | $2,585 | $1,921+34.5% | $2,689-3.9% | $2,203+17.4% |
| Participant deferral / active EE | $4,361 | $2,400+81.7% | $3,162+37.9% | $3,192+36.6% |
| Admin fee / account holder | $12,344 | $2,820+337.7% | $3,357+267.7% | $4,297+187.3% |