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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 | $35,320 | $72,177-51.1% | $115,038-69.3% | $59,633-40.8% |
| Participation rate | 89.3% | 72.6%+16.7pp | 81.4%+7.9pp | 68.7%+20.6pp |
| Annual return | 0.48% | 12.02%-11.5pp | 26.14%-25.7pp | 2041.45%-2041.0pp |
| Employer contribution / active EE | $1,773 | $2,841-37.6% | $4,608-61.5% | $2,203-19.5% |
| Participant deferral / active EE | $2,754 | $4,783-42.4% | $6,026-54.3% | $3,192-13.7% |
| Admin fee / account holder | $439 | $4,927-91.1% | $8,175-94.6% | $4,297-89.8% |