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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 | $50,300 | $45,152+11.4% | $73,845-31.9% | $59,632-15.6% |
| Participation rate | 97.6% | 64.0%+33.6pp | 73.4%+24.2pp | 68.7%+28.9pp |
| Annual return | 0.79% | 27.40%-26.6pp | 2267.91%-2267.1pp | 2041.32%-2040.5pp |
| Employer contribution / active EE | $3,166 | $1,902+66.5% | $2,788+13.6% | $2,203+43.7% |
| Participant deferral / active EE | $0 | $2,574-100.0% | $3,583-100.0% | $3,192-100.0% |
| Admin fee / account holder | $3,208 | $3,516-8.8% | $4,881-34.3% | $4,297-25.3% |