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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 | $35,051 | $72,177-51.4% | $115,038-69.5% | $59,633-41.2% |
| Participation rate | 87.5% | 72.6%+14.9pp | 81.4%+6.1pp | 68.7%+18.8pp |
| Annual return | -1.34% | 12.02%-13.4pp | 26.14%-27.5pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $1,580 | $2,841-44.4% | $4,608-65.7% | $2,203-28.3% |
| Participant deferral / active EE | $13,153 | $4,783+175.0% | $6,026+118.2% | $3,192+312.1% |
| Admin fee / account holder | $4,662 | $4,927-5.4% | $8,175-43.0% | $4,297+8.5% |