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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 | $104,253 | $52,678+97.9% | $75,782+37.6% | $59,632+74.8% |
| Participation rate | 90.8% | 67.2%+23.5pp | 75.8%+15.0pp | 68.7%+22.1pp |
| Annual return | 0.28% | 2.95%-2.7pp | 9.68%-9.4pp | 2041.32%-2041.0pp |
| Employer contribution / active EE | $2,425 | $2,193+10.5% | $3,323-27.0% | $2,203+10.1% |
| Participant deferral / active EE | $2,906 | $2,591+12.2% | $3,652-20.4% | $3,192-8.9% |
| Admin fee / account holder | $3,094 | $3,610-14.3% | $5,300-41.6% | $4,297-28.0% |