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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 | $56,918 | $65,712-13.4% | $57,196-0.5% | $273,972-79.2% |
| Participation rate | 94.1% | 78.3%+15.8pp | 75.3%+18.8pp | 83.0%+11.1pp |
| Annual return | 1.31% | 22.01%-20.7pp | 14.59%-13.3pp | 41.46%-40.1pp |
| Employer contribution / active EE | $642 | $3,280-80.4% | $2,683-76.1% | $4,869-86.8% |
| Participant deferral / active EE | $2,641 | $3,782-30.2% | $3,096-14.7% | $5,287-50.1% |
| Admin fee / account holder | $346 | $4,838-92.8% | $3,141-89.0% | $10,133-96.6% |