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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 | $57,272 | $52,678+8.7% | $75,784-24.4% | $59,633-4.0% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | 20.32% | 2.95%+17.4pp | 9.68%+10.6pp | 2041.45%-2021.1pp |
| Employer contribution / active EE | $3,790 | $2,193+72.8% | $3,323+14.1% | $2,203+72.1% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,652-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,238 | $3,610-38.0% | $5,300-57.8% | $4,297-47.9% |