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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 | $40,908 | $65,704-37.7% | $94,229-56.6% | $59,633-31.4% |
| Participation rate | 89.9% | 72.1%+17.8pp | 78.8%+11.1pp | 68.7%+21.2pp |
| Annual return | -1.15% | 5.22%-6.4pp | 10.68%-11.8pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $1,833 | $2,021-9.3% | $3,587-48.9% | $2,203-16.8% |
| Participant deferral / active EE | $2,430 | $3,143-22.7% | $4,320-43.8% | $3,192-23.9% |
| Admin fee / account holder | $4,167 | $4,265-2.3% | $6,269-33.5% | $4,297-3.0% |