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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 | $44,063 | $40,275+9.4% | $57,356-23.2% | $59,633-26.1% |
| Participation rate | 97.2% | 69.1%+28.1pp | 75.1%+22.1pp | 68.7%+28.6pp |
| Annual return | 2.38% | 27.52%-25.1pp | 24.41%-22.0pp | 2041.45%-2039.1pp |
| Employer contribution / active EE | $1,181 | $1,921-38.6% | $2,689-56.1% | $2,203-46.4% |
| Participant deferral / active EE | $841 | $2,400-65.0% | $3,162-73.4% | $3,192-73.7% |
| Admin fee / account holder | $514 | $2,820-81.8% | $3,357-84.7% | $4,297-88.0% |