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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 | $31,518 | $40,275-21.7% | $57,356-45.0% | $59,633-47.1% |
| Participation rate | 77.9% | 69.1%+8.7pp | 75.1%+2.8pp | 68.7%+9.2pp |
| Annual return | 0.11% | 27.52%-27.4pp | 24.41%-24.3pp | 2041.45%-2041.3pp |
| Employer contribution / active EE | $1,869 | $1,921-2.7% | $2,689-30.5% | $2,203-15.2% |
| Participant deferral / active EE | $1,142 | $2,400-52.4% | $3,162-63.9% | $3,192-64.2% |
| Admin fee / account holder | $2,248 | $2,820-20.3% | $3,357-33.0% | $4,297-47.7% |