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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 | $40,263+131.8% | $57,347+62.8% | $59,632+56.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 1.62% | 27.50%-25.9pp | 24.40%-22.8pp | 2041.32%-2039.7pp |
| Employer contribution / active EE | $3,430 | $1,922+78.4% | $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 | $2,819-1.8% | $3,356-17.5% | $4,297-35.6% |