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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 | $111,410 | $54,380+104.9% | $68,509+62.6% | $59,633+86.8% |
| Participation rate | 89.4% | 70.2%+19.2pp | 74.7%+14.6pp | 68.7%+20.7pp |
| Annual return | 0.39% | 2.83%-2.4pp | 8.27%-7.9pp | 2041.45%-2041.1pp |
| Employer contribution / active EE | $2,643 | $1,539+71.8% | $2,278+16.0% | $2,203+20.0% |
| Participant deferral / active EE | $5,445 | $2,643+106.0% | $3,382+61.0% | $3,192+70.6% |
| Admin fee / account holder | $466 | $3,885-88.0% | $5,275-91.2% | $4,297-89.1% |