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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 | $56,599 | $72,177-21.6% | $115,038-50.8% | $59,633-5.1% |
| Participation rate | 78.8% | 72.6%+6.2pp | 81.4%-2.6pp | 68.7%+10.1pp |
| Annual return | -1.63% | 12.02%-13.7pp | 26.14%-27.8pp | 2041.45%-2043.1pp |
| Employer contribution / active EE | $961 | $2,841-66.2% | $4,608-79.1% | $2,203-56.4% |
| Participant deferral / active EE | $2,834 | $4,783-40.7% | $6,026-53.0% | $3,192-11.2% |
| Admin fee / account holder | $2,496 | $4,927-49.3% | $8,175-69.5% | $4,297-41.9% |