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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 | $45,242 | $64,311-29.7% | $57,356-21.1% | $125,389-63.9% |
| Participation rate | 94.7% | 78.6%+16.1pp | 75.1%+19.7pp | 83.2%+11.5pp |
| Annual return | 2.11% | 25.14%-23.0pp | 24.41%-22.3pp | 282.24%-280.1pp |
| Employer contribution / active EE | $3,327 | $3,193+4.2% | $2,689+23.8% | $4,866-31.6% |
| Participant deferral / active EE | $1,331 | $3,846-65.4% | $3,162-57.9% | $5,352-75.1% |
| Admin fee / account holder | $4,774 | $5,243-8.9% | $3,357+42.2% | $9,541-50.0% |