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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 | $23,433 | $40,263-41.8% | $57,347-59.1% | $59,632-60.7% |
| Participation rate | 90.3% | 69.2%+21.2pp | 75.1%+15.2pp | 68.7%+21.7pp |
| Annual return | 1.92% | 27.50%-25.6pp | 24.40%-22.5pp | 2041.32%-2039.4pp |
| Employer contribution / active EE | $1,025 | $1,922-46.6% | $2,689-61.9% | $2,203-53.4% |
| Participant deferral / active EE | $1,236 | $2,400-48.5% | $3,162-60.9% | $3,192-61.3% |
| Admin fee / account holder | $4,786 | $2,819+69.8% | $3,356+42.6% | $4,297+11.4% |