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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 | $17,210 | $52,678-67.3% | $75,782-77.3% | $59,632-71.1% |
| Participation rate | 80.4% | 67.2%+13.2pp | 75.8%+4.6pp | 68.7%+11.7pp |
| Annual return | 4.04% | 2.95%+1.1pp | 9.68%-5.6pp | 2041.32%-2037.3pp |
| Employer contribution / active EE | $2,140 | $2,193-2.4% | $3,323-35.6% | $2,203-2.8% |
| Participant deferral / active EE | $1,702 | $2,591-34.3% | $3,652-53.4% | $3,192-46.7% |
| Admin fee / account holder | $927 | $3,610-74.3% | $5,300-82.5% | $4,297-78.4% |