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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 | $98,261 | $52,678+86.5% | $75,784+29.7% | $59,633+64.8% |
| Participation rate | 76.7% | 67.2%+9.4pp | 75.8%+0.8pp | 68.7%+8.0pp |
| Annual return | 13.00% | 2.95%+10.0pp | 9.68%+3.3pp | 2041.40%-2028.4pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,652-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,609 | $3,610-27.7% | $5,300-50.8% | $4,297-39.3% |