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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 | $28,493 | $72,177-60.5% | $115,038-75.2% | $59,633-52.2% |
| Participation rate | 92.1% | 72.6%+19.6pp | 81.4%+10.7pp | 68.7%+23.4pp |
| Annual return | -0.07% | 12.02%-12.1pp | 26.14%-26.2pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $2,984 | $2,841+5.0% | $4,608-35.2% | $2,203+35.5% |
| Participant deferral / active EE | $6,123 | $4,783+28.0% | $6,026+1.6% | $3,192+91.9% |
| Admin fee / account holder | $567 | $4,927-88.5% | $8,175-93.1% | $4,297-86.8% |