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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 | $42,064 | $43,338-2.9% | $59,887-29.8% | $64,173-34.5% |
| Participation rate | 97.4% | 69.2%+28.2pp | 74.7%+22.7pp | 69.6%+27.8pp |
| Annual return | 17.44% | -1.55%+19.0pp | 3.46%+14.0pp | 7.63%+9.8pp |
| Employer contribution / active EE | $2,089 | $2,030+2.9% | $2,722-23.3% | $2,381-12.3% |
| Participant deferral / active EE | $1,521 | $2,547-40.3% | $3,402-55.3% | $3,470-56.2% |
| Admin fee / account holder | $329 | $3,007-89.1% | $3,591-90.9% | $4,887-93.3% |