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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 | $58,512 | $72,177-18.9% | $115,038-49.1% | $59,633-1.9% |
| Participation rate | 85.3% | 72.6%+12.7pp | 81.4%+3.9pp | 68.7%+16.6pp |
| Annual return | -2.07% | 12.02%-14.1pp | 26.14%-28.2pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $1,653 | $2,841-41.8% | $4,608-64.1% | $2,203-25.0% |
| Participant deferral / active EE | $2,854 | $4,783-40.3% | $6,026-52.6% | $3,192-10.6% |
| Admin fee / account holder | $5,313 | $4,927+7.8% | $8,175-35.0% | $4,297+23.6% |