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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 | $31,142 | $40,263-22.7% | $57,347-45.7% | $59,632-47.8% |
| Participation rate | 91.1% | 69.2%+21.9pp | 75.1%+16.0pp | 68.7%+22.4pp |
| Annual return | -0.93% | 27.50%-28.4pp | 24.40%-25.3pp | 2041.32%-2042.2pp |
| Employer contribution / active EE | $1,383 | $1,922-28.0% | $2,689-48.6% | $2,203-37.2% |
| Participant deferral / active EE | $2,077 | $2,400-13.5% | $3,162-34.3% | $3,192-34.9% |
| Admin fee / account holder | $2,736 | $2,819-3.0% | $3,356-18.5% | $4,297-36.3% |