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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 | $41,631 | $40,275+3.4% | $57,356-27.4% | $59,633-30.2% |
| Participation rate | 96.2% | 69.1%+27.0pp | 75.1%+21.1pp | 68.7%+27.5pp |
| Annual return | 5.39% | 27.52%-22.1pp | 24.41%-19.0pp | 2041.45%-2036.1pp |
| Employer contribution / active EE | $2,088 | $1,921+8.7% | $2,689-22.3% | $2,203-5.2% |
| Participant deferral / active EE | $4,025 | $2,400+67.7% | $3,162+27.3% | $3,192+26.1% |
| Admin fee / account holder | $3,065 | $2,820+8.7% | $3,357-8.7% | $4,297-28.7% |