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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 | $43,723 | $40,275+8.6% | $57,356-23.8% | $59,633-26.7% |
| Participation rate | 79.7% | 69.1%+10.6pp | 75.1%+4.6pp | 68.7%+11.1pp |
| Annual return | 1.30% | 27.52%-26.2pp | 24.41%-23.1pp | 2041.45%-2040.1pp |
| Employer contribution / active EE | $2,437 | $1,921+26.8% | $2,689-9.4% | $2,203+10.6% |
| Participant deferral / active EE | $1,132 | $2,400-52.8% | $3,162-64.2% | $3,192-64.5% |
| Admin fee / account holder | $3,007 | $2,820+6.6% | $3,357-10.4% | $4,297-30.0% |