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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 | $39,348 | $72,177-45.5% | $115,037-65.8% | $59,632-34.0% |
| Participation rate | 75.3% | 72.6%+2.8pp | 81.4%-6.0pp | 68.7%+6.7pp |
| Annual return | 0.73% | 12.02%-11.3pp | 26.14%-25.4pp | 2041.32%-2040.6pp |
| Employer contribution / active EE | $1,370 | $2,841-51.8% | $4,608-70.3% | $2,203-37.8% |
| Participant deferral / active EE | $2,207 | $4,783-53.9% | $6,026-63.4% | $3,192-30.9% |
| Admin fee / account holder | $1,461 | $4,927-70.3% | $8,175-82.1% | $4,297-66.0% |