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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 | $31,374 | $72,177-56.5% | $115,038-72.7% | $59,633-47.4% |
| Participation rate | 79.6% | 72.6%+7.0pp | 81.4%-1.8pp | 68.7%+10.9pp |
| Annual return | 3.04% | 12.02%-9.0pp | 26.14%-23.1pp | 2041.45%-2038.4pp |
| Employer contribution / active EE | $1,307 | $2,841-54.0% | $4,608-71.6% | $2,203-40.7% |
| Participant deferral / active EE | $2,654 | $4,783-44.5% | $6,026-56.0% | $3,192-16.9% |
| Admin fee / account holder | $1,894 | $4,927-61.6% | $8,175-76.8% | $4,297-55.9% |