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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 | $48,551 | $65,704-26.1% | $94,229-48.5% | $59,633-18.6% |
| Participation rate | 93.7% | 72.1%+21.5pp | 78.8%+14.9pp | 68.7%+25.0pp |
| Annual return | -1.95% | 5.22%-7.2pp | 10.68%-12.6pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $3,638 | $2,021+80.0% | $3,587+1.4% | $2,203+65.2% |
| Participant deferral / active EE | $4,725 | $3,143+50.3% | $4,320+9.4% | $3,192+48.0% |
| Admin fee / account holder | $1,613 | $4,265-62.2% | $6,269-74.3% | $4,297-62.5% |