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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 | $30,476 | $72,177-57.8% | $115,038-73.5% | $59,633-48.9% |
| Participation rate | 71.4% | 72.6%-1.1pp | 81.4%-9.9pp | 68.7%+2.8pp |
| Annual return | -0.23% | 12.02%-12.2pp | 26.14%-26.4pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $1,668 | $2,841-41.3% | $4,608-63.8% | $2,203-24.3% |
| Participant deferral / active EE | $4,090 | $4,783-14.5% | $6,026-32.1% | $3,192+28.2% |
| Admin fee / account holder | $838 | $4,927-83.0% | $8,175-89.7% | $4,297-80.5% |