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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 | $33,293 | $40,264-17.3% | $57,349-41.9% | $59,633-44.2% |
| Participation rate | 76.5% | 69.2%+7.3pp | 75.1%+1.4pp | 68.7%+7.8pp |
| Annual return | 4.30% | 27.51%-23.2pp | 24.40%-20.1pp | 2041.40%-2037.1pp |
| Employer contribution / active EE | $1,202 | $1,922-37.5% | $2,689-55.3% | $2,203-45.4% |
| Participant deferral / active EE | $1,157 | $2,400-51.8% | $3,162-63.4% | $3,192-63.8% |
| Admin fee / account holder | $985 | $2,819-65.1% | $3,356-70.6% | $4,297-77.1% |