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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 | $93,334 | $40,275+131.7% | $57,356+62.7% | $59,633+56.5% |
| Participation rate | 100.0% | 69.1%+30.9pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 1.62% | 27.52%-25.9pp | 24.41%-22.8pp | 2041.45%-2039.8pp |
| Employer contribution / active EE | $3,430 | $1,921+78.5% | $2,689+27.6% | $2,203+55.7% |
| Participant deferral / active EE | $4,206 | $2,400+75.3% | $3,162+33.0% | $3,192+31.8% |
| Admin fee / account holder | $2,767 | $2,820-1.9% | $3,357-17.6% | $4,297-35.6% |