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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 | $32,249 | $39,162-17.7% | $100,671-68.0% | $59,633-45.9% |
| Participation rate | 81.5% | 55.9%+25.7pp | 70.7%+10.8pp | 68.7%+12.9pp |
| Annual return | -1.80% | 21.07%-22.9pp | 20.43%-22.2pp | 2041.40%-2043.2pp |
| Employer contribution / active EE | $927 | $1,151-19.4% | $4,012-76.9% | $2,203-57.9% |
| Participant deferral / active EE | $1,828 | $1,992-8.2% | $3,144-41.9% | $3,192-42.7% |
| Admin fee / account holder | $962 | $2,969-67.6% | $4,850-80.2% | $4,297-77.6% |