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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 | $77,375 | $40,275+92.1% | $57,356+34.9% | $59,633+29.8% |
| Participation rate | 94.8% | 69.1%+25.6pp | 75.1%+19.7pp | 68.7%+26.1pp |
| Annual return | 3.48% | 27.52%-24.0pp | 24.41%-20.9pp | 2041.45%-2038.0pp |
| Employer contribution / active EE | $3,118 | $1,921+62.3% | $2,689+16.0% | $2,203+41.6% |
| Participant deferral / active EE | $3,338 | $2,400+39.1% | $3,162+5.6% | $3,192+4.6% |
| Admin fee / account holder | $1,379 | $2,820-51.1% | $3,357-58.9% | $4,297-67.9% |