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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 | $39,316 | $40,264-2.4% | $57,349-31.4% | $59,633-34.1% |
| Participation rate | 98.5% | 69.2%+29.3pp | 75.1%+23.4pp | 68.7%+29.8pp |
| Annual return | 1.04% | 27.51%-26.5pp | 24.40%-23.4pp | 2041.40%-2040.4pp |
| Employer contribution / active EE | $1,924 | $1,922+0.1% | $2,689-28.5% | $2,203-12.7% |
| Participant deferral / active EE | $4,187 | $2,400+74.5% | $3,162+32.4% | $3,192+31.2% |
| Admin fee / account holder | $2,046 | $2,819-27.4% | $3,356-39.0% | $4,297-52.4% |