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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 | $58,752 | $65,704-10.6% | $94,229-37.6% | $59,633-1.5% |
| Participation rate | 71.0% | 72.1%-1.2pp | 78.8%-7.8pp | 68.7%+2.3pp |
| Annual return | -0.38% | 5.22%-5.6pp | 10.68%-11.1pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $1,377 | $2,021-31.9% | $3,587-61.6% | $2,203-37.5% |
| Participant deferral / active EE | $3,821 | $3,143+21.6% | $4,320-11.6% | $3,192+19.7% |
| Admin fee / account holder | $12,008 | $4,265+181.6% | $6,269+91.5% | $4,297+179.4% |