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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 | $37,473 | $65,082-42.4% | $81,367-53.9% | $59,633-37.2% |
| Participation rate | 72.4% | 76.0%-3.5pp | 82.3%-9.9pp | 68.7%+3.7pp |
| Annual return | -1.92% | 1.16%-3.1pp | -0.92%-1.0pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $4,087 | $2,934+39.3% | $3,930+4.0% | $2,203+85.5% |
| Participant deferral / active EE | $10,083 | $4,083+147.0% | $5,383+87.3% | $3,192+215.9% |
| Admin fee / account holder | $11,297 | $7,582+49.0% | $8,926+26.6% | $4,297+162.9% |