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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 | $32,084 | $64,311-50.1% | $57,356-44.1% | $125,389-74.4% |
| Participation rate | 93.8% | 78.6%+15.1pp | 75.1%+18.7pp | 83.2%+10.6pp |
| Annual return | 1.68% | 25.14%-23.5pp | 24.41%-22.7pp | 282.24%-280.6pp |
| Employer contribution / active EE | $985 | $3,193-69.1% | $2,689-63.4% | $4,866-79.8% |
| Participant deferral / active EE | $1,824 | $3,846-52.6% | $3,162-42.3% | $5,352-65.9% |
| Admin fee / account holder | $4,518 | $5,243-13.8% | $3,357+34.6% | $9,541-52.6% |