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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 | $45,056 | $57,352-21.4% | $83,831-46.3% | $64,173-29.8% |
| Participation rate | 76.2% | 68.6%+7.6pp | 76.1%0pp | 69.6%+6.6pp |
| Annual return | -6.80% | 11.38%-18.2pp | 850.99%-857.8pp | 7.63%-14.4pp |
| Employer contribution / active EE | $1,937 | $2,546-23.9% | $3,631-46.6% | $2,381-18.6% |
| Participant deferral / active EE | $3,012 | $2,993+0.6% | $4,082-26.2% | $3,470-13.2% |
| Admin fee / account holder | $321 | $4,046-92.1% | $5,479-94.1% | $4,887-93.4% |