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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 | $103,952 | $40,263+158.2% | $57,347+81.3% | $59,632+74.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 2.22% | 27.50%-25.3pp | 24.40%-22.2pp | 2041.32%-2039.1pp |
| Employer contribution / active EE | $4,006 | $1,922+108.4% | $2,689+49.0% | $2,203+81.9% |
| Participant deferral / active EE | $4,742 | $2,400+97.6% | $3,162+50.0% | $3,192+48.6% |
| Admin fee / account holder | $943 | $2,819-66.5% | $3,356-71.9% | $4,297-78.0% |