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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 | $56,484 | $40,275+40.2% | $57,356-1.5% | $59,633-5.3% |
| Participation rate | 74.1% | 69.1%+4.9pp | 75.1%-1.0pp | 68.7%+5.4pp |
| Annual return | 0.93% | 27.52%-26.6pp | 24.41%-23.5pp | 2041.45%-2040.5pp |
| Employer contribution / active EE | $1,772 | $1,921-7.8% | $2,689-34.1% | $2,203-19.6% |
| Participant deferral / active EE | $1,692 | $2,400-29.5% | $3,162-46.5% | $3,192-47.0% |
| Admin fee / account holder | $1,068 | $2,820-62.1% | $3,357-68.2% | $4,297-75.2% |