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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 | $53,017 | $72,177-26.5% | $115,038-53.9% | $59,633-11.1% |
| Participation rate | 76.7% | 72.6%+4.2pp | 81.4%-4.6pp | 68.7%+8.1pp |
| Annual return | -0.85% | 12.02%-12.9pp | 26.14%-27.0pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $2,409 | $2,841-15.2% | $4,608-47.7% | $2,203+9.4% |
| Participant deferral / active EE | $6,773 | $4,783+41.6% | $6,026+12.4% | $3,192+112.2% |
| Admin fee / account holder | $521 | $4,927-89.4% | $8,175-93.6% | $4,297-87.9% |