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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 | $46,837 | $65,703-28.7% | $94,228-50.3% | $59,633-21.5% |
| Participation rate | 98.7% | 72.1%+26.6pp | 78.8%+19.9pp | 68.7%+30.0pp |
| Annual return | 1.41% | 5.22%-3.8pp | 10.68%-9.3pp | 2041.40%-2040.0pp |
| Employer contribution / active EE | $1,819 | $2,021-10.0% | $3,587-49.3% | $2,203-17.4% |
| Participant deferral / active EE | $1,963 | $3,143-37.5% | $4,320-54.6% | $3,192-38.5% |
| Admin fee / account holder | $1,095 | $4,264-74.3% | $6,269-82.5% | $4,297-74.5% |