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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 | $92,027 | $82,028+12.2% | $123,105-25.2% | $59,633+54.3% |
| Participation rate | 96.4% | 83.2%+13.2pp | 86.8%+9.7pp | 68.7%+27.8pp |
| Annual return | 1.37% | 5.12%-3.8pp | 13.22%-11.9pp | 2041.45%-2040.1pp |
| Employer contribution / active EE | $22,461 | $3,297+581.3% | $5,151+336.1% | $2,203+919.7% |
| Participant deferral / active EE | $10,921 | $4,667+134.0% | $6,229+75.3% | $3,192+242.2% |
| Admin fee / account holder | $2,640 | $5,879-55.1% | $9,014-70.7% | $4,297-38.6% |