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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 | $43,631 | $40,263+8.4% | $57,347-23.9% | $59,632-26.8% |
| Participation rate | 98.4% | 69.2%+29.3pp | 75.1%+23.3pp | 68.7%+29.8pp |
| Annual return | 0.91% | 27.50%-26.6pp | 24.40%-23.5pp | 2041.32%-2040.4pp |
| Employer contribution / active EE | $1,609 | $1,922-16.3% | $2,689-40.2% | $2,203-26.9% |
| Participant deferral / active EE | $2,209 | $2,400-7.9% | $3,162-30.1% | $3,192-30.8% |
| Admin fee / account holder | $1,708 | $2,819-39.4% | $3,356-49.1% | $4,297-60.3% |