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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 | $26,351 | $39,162-32.7% | $100,671-73.8% | $59,633-55.8% |
| Participation rate | 79.6% | 55.9%+23.8pp | 70.7%+8.9pp | 68.7%+11.0pp |
| Annual return | 2.82% | 21.07%-18.3pp | 20.43%-17.6pp | 2041.45%-2038.6pp |
| Employer contribution / active EE | $937 | $1,151-18.5% | $4,012-76.6% | $2,203-57.4% |
| Participant deferral / active EE | $3,118 | $1,992+56.5% | $3,144-0.8% | $3,192-2.3% |
| Admin fee / account holder | $889 | $2,969-70.0% | $4,850-81.7% | $4,297-79.3% |