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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 | $32,359 | $40,264-19.6% | $57,349-43.6% | $59,633-45.7% |
| Participation rate | 75.0% | 69.2%+5.8pp | 75.1%-0.1pp | 68.7%+6.3pp |
| Annual return | 2.02% | 27.51%-25.5pp | 24.40%-22.4pp | 2041.40%-2039.4pp |
| Employer contribution / active EE | $1,066 | $1,922-44.5% | $2,689-60.3% | $2,203-51.6% |
| Participant deferral / active EE | $1,132 | $2,400-52.8% | $3,162-64.2% | $3,192-64.5% |
| Admin fee / account holder | $1,517 | $2,819-46.2% | $3,356-54.8% | $4,297-64.7% |