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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 | $55,543 | $40,275+37.9% | $57,356-3.2% | $59,633-6.9% |
| Participation rate | 85.2% | 69.1%+16.0pp | 75.1%+10.1pp | 68.7%+16.5pp |
| Annual return | 0.61% | 27.52%-26.9pp | 24.41%-23.8pp | 2041.45%-2040.8pp |
| Employer contribution / active EE | $1,486 | $1,921-22.7% | $2,689-44.7% | $2,203-32.5% |
| Participant deferral / active EE | $2,753 | $2,400+14.7% | $3,162-12.9% | $3,192-13.7% |
| Admin fee / account holder | $4,631 | $2,820+64.2% | $3,357+38.0% | $4,297+7.8% |