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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 | $68,406 | $54,380+25.8% | $68,509-0.2% | $59,633+14.7% |
| Participation rate | 71.4% | 70.2%+1.2pp | 74.7%-3.3pp | 68.7%+2.8pp |
| Annual return | 1.65% | 2.83%-1.2pp | 8.27%-6.6pp | 2041.45%-2039.8pp |
| Employer contribution / active EE | $297 | $1,539-80.7% | $2,278-87.0% | $2,203-86.5% |
| Participant deferral / active EE | $2,530 | $2,643-4.3% | $3,382-25.2% | $3,192-20.7% |
| Admin fee / account holder | $3,877 | $3,885-0.2% | $5,275-26.5% | $4,297-9.8% |