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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 | $48,846 | $65,704-25.7% | $94,229-48.2% | $59,633-18.1% |
| Participation rate | 70.5% | 72.1%-1.7pp | 78.8%-8.3pp | 68.7%+1.8pp |
| Annual return | -1.07% | 5.22%-6.3pp | 10.68%-11.8pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $798 | $2,021-60.5% | $3,587-77.8% | $2,203-63.8% |
| Participant deferral / active EE | $1,960 | $3,143-37.6% | $4,320-54.6% | $3,192-38.6% |
| Admin fee / account holder | $2,058 | $4,265-51.7% | $6,269-67.2% | $4,297-52.1% |