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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 | $45,400 | $40,275+12.7% | $57,356-20.8% | $59,633-23.9% |
| Participation rate | 98.4% | 69.1%+29.3pp | 75.1%+23.4pp | 68.7%+29.8pp |
| Annual return | 1.93% | 27.52%-25.6pp | 24.41%-22.5pp | 2041.45%-2039.5pp |
| Employer contribution / active EE | $1,869 | $1,921-2.7% | $2,689-30.5% | $2,203-15.2% |
| Participant deferral / active EE | $1,648 | $2,400-31.3% | $3,162-47.9% | $3,192-48.4% |
| Admin fee / account holder | $539 | $2,820-80.9% | $3,357-84.0% | $4,297-87.5% |