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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 | $32,585 | $72,177-54.9% | $115,038-71.7% | $59,633-45.4% |
| Participation rate | 90.3% | 72.6%+17.8pp | 81.4%+9.0pp | 68.7%+21.7pp |
| Annual return | -0.30% | 12.02%-12.3pp | 26.14%-26.4pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $2,676 | $2,841-5.8% | $4,608-41.9% | $2,203+21.5% |
| Participant deferral / active EE | $4,801 | $4,783+0.4% | $6,026-20.3% | $3,192+50.4% |
| Admin fee / account holder | $451 | $4,927-90.9% | $8,175-94.5% | $4,297-89.5% |