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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 | $44,190 | $72,177-38.8% | $115,038-61.6% | $59,633-25.9% |
| Participation rate | 83.0% | 72.6%+10.5pp | 81.4%+1.7pp | 68.7%+14.3pp |
| Annual return | -0.96% | 12.02%-13.0pp | 26.14%-27.1pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $1,575 | $2,841-44.6% | $4,608-65.8% | $2,203-28.5% |
| Participant deferral / active EE | $3,453 | $4,783-27.8% | $6,026-42.7% | $3,192+8.2% |
| Admin fee / account holder | $2,355 | $4,927-52.2% | $8,175-71.2% | $4,297-45.2% |