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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 | $33,870 | $52,678-35.7% | $75,784-55.3% | $59,633-43.2% |
| Participation rate | 83.7% | 67.2%+16.5pp | 75.8%+7.9pp | 68.7%+15.1pp |
| Annual return | -1.28% | 2.95%-4.2pp | 9.68%-11.0pp | 2041.40%-2042.7pp |
| Employer contribution / active EE | $2,159 | $2,193-1.6% | $3,323-35.0% | $2,203-2.0% |
| Participant deferral / active EE | $6,091 | $2,591+135.1% | $3,652+66.8% | $3,192+90.8% |
| Admin fee / account holder | $6,971 | $3,610+93.1% | $5,300+31.5% | $4,297+62.2% |