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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 | $55,456 | $40,275+37.7% | $57,356-3.3% | $59,633-7.0% |
| Participation rate | 90.0% | 69.1%+20.9pp | 75.1%+14.9pp | 68.7%+21.3pp |
| Annual return | 1.51% | 27.52%-26.0pp | 24.41%-22.9pp | 2041.45%-2039.9pp |
| Employer contribution / active EE | $2,383 | $1,921+24.0% | $2,689-11.4% | $2,203+8.2% |
| Participant deferral / active EE | $2,383 | $2,400-0.7% | $3,162-24.6% | $3,192-25.3% |
| Admin fee / account holder | $853 | $2,820-69.7% | $3,357-74.6% | $4,297-80.1% |