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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 | $68,103 | $45,438+49.9% | $80,004-14.9% | $59,633+14.2% |
| Participation rate | 77.6% | 63.7%+13.8pp | 73.0%+4.5pp | 68.7%+8.9pp |
| Annual return | 1.08% | 5.10%-4.0pp | 7.63%-6.6pp | 2041.45%-2040.4pp |
| Employer contribution / active EE | $952 | $1,236-22.9% | $2,473-61.5% | $2,203-56.8% |
| Participant deferral / active EE | $2,123 | $2,231-4.8% | $3,204-33.7% | $3,192-33.5% |
| Admin fee / account holder | $2,565 | $3,464-26.0% | $5,033-49.0% | $4,297-40.3% |