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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 | $40,061 | $56,200-28.7% | $67,653-40.8% | $59,633-32.8% |
| Participation rate | 72.5% | 71.5%+1.0pp | 75.7%-3.2pp | 68.7%+3.8pp |
| Annual return | 0.35% | 18506.71%-18506.4pp | 6625.22%-6624.9pp | 2041.40%-2041.0pp |
| Employer contribution / active EE | $1,916 | $1,615+18.7% | $2,266-15.4% | $2,203-13.0% |
| Participant deferral / active EE | $2,225 | $2,843-21.8% | $3,560-37.5% | $3,192-30.3% |
| Admin fee / account holder | $2,498 | $3,959-36.9% | $4,821-48.2% | $4,297-41.9% |