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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 | $22,609 | $72,177-68.7% | $115,038-80.3% | $59,633-62.1% |
| Participation rate | 81.6% | 72.6%+9.0pp | 81.4%+0.2pp | 68.7%+12.9pp |
| Annual return | -2.30% | 12.02%-14.3pp | 26.14%-28.4pp | 2041.45%-2043.8pp |
| Employer contribution / active EE | $801 | $2,841-71.8% | $4,608-82.6% | $2,203-63.6% |
| Participant deferral / active EE | $2,280 | $4,783-52.3% | $6,026-62.2% | $3,192-28.6% |
| Admin fee / account holder | $790 | $4,927-84.0% | $8,175-90.3% | $4,297-81.6% |