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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 | $75,512 | $45,566+65.7% | $64,105+17.8% | $59,633+26.6% |
| Participation rate | 89.5% | 60.2%+29.3pp | 68.2%+21.3pp | 68.7%+20.8pp |
| Annual return | 4.11% | 4.95%-0.8pp | 791.24%-787.1pp | 2041.45%-2037.3pp |
| Employer contribution / active EE | $770 | $934-17.5% | $1,820-57.7% | $2,203-65.0% |
| Participant deferral / active EE | $4,008 | $2,057+94.9% | $2,822+42.0% | $3,192+25.6% |
| Admin fee / account holder | $751 | $3,268-77.0% | $4,499-83.3% | $4,297-82.5% |