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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 | $13,548 | $40,263-66.4% | $57,347-76.4% | $59,632-77.3% |
| Participation rate | 79.1% | 69.2%+9.9pp | 75.1%+4.0pp | 68.7%+10.4pp |
| Annual return | 3.96% | 27.50%-23.5pp | 24.40%-20.4pp | 2041.32%-2037.4pp |
| Employer contribution / active EE | $1,183 | $1,922-38.5% | $2,689-56.0% | $2,203-46.3% |
| Participant deferral / active EE | $1,583 | $2,400-34.0% | $3,162-49.9% | $3,192-50.4% |
| Admin fee / account holder | $851 | $2,819-69.8% | $3,356-74.6% | $4,297-80.2% |