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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 | $55,437 | $40,263+37.7% | $57,347-3.3% | $59,632-7.0% |
| Participation rate | 94.0% | 69.2%+24.9pp | 75.1%+18.9pp | 68.7%+25.4pp |
| Annual return | 1.74% | 27.50%-25.8pp | 24.40%-22.7pp | 2041.32%-2039.6pp |
| Employer contribution / active EE | $949 | $1,922-50.6% | $2,689-64.7% | $2,203-56.9% |
| Participant deferral / active EE | $949 | $2,400-60.5% | $3,162-70.0% | $3,192-70.3% |
| Admin fee / account holder | $2,703 | $2,819-4.1% | $3,356-19.5% | $4,297-37.1% |