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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 | $42,133 | $72,177-41.6% | $115,038-63.4% | $59,633-29.3% |
| Participation rate | 76.7% | 72.6%+4.1pp | 81.4%-4.7pp | 68.7%+8.0pp |
| Annual return | -1.84% | 12.02%-13.9pp | 26.14%-28.0pp | 2041.45%-2043.3pp |
| Employer contribution / active EE | $10,532 | $2,841+270.7% | $4,608+128.6% | $2,203+378.1% |
| Participant deferral / active EE | $7,341 | $4,783+53.5% | $6,026+21.8% | $3,192+130.0% |
| Admin fee / account holder | $1,202 | $4,927-75.6% | $8,175-85.3% | $4,297-72.0% |