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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 | $20,704 | $40,275-48.6% | $57,356-63.9% | $59,633-65.3% |
| Participation rate | 98.0% | 69.1%+28.9pp | 75.1%+23.0pp | 68.7%+29.4pp |
| Annual return | 1.95% | 27.52%-25.6pp | 24.41%-22.5pp | 2041.45%-2039.5pp |
| Employer contribution / active EE | $2,014 | $1,921+4.8% | $2,689-25.1% | $2,203-8.5% |
| Participant deferral / active EE | $2,014 | $2,400-16.1% | $3,162-36.3% | $3,192-36.9% |
| Admin fee / account holder | $798 | $2,820-71.7% | $3,357-76.2% | $4,297-81.4% |