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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 | $37,477 | $52,911-29.2% | $73,309-48.9% | $59,633-37.2% |
| Participation rate | 79.5% | 68.2%+11.3pp | 74.9%+4.6pp | 68.7%+10.9pp |
| Annual return | -2.31% | 12.20%-14.5pp | 5.67%-8.0pp | 2041.45%-2043.8pp |
| Employer contribution / active EE | $1,068 | $1,909-44.0% | $3,237-67.0% | $2,203-51.5% |
| Participant deferral / active EE | $3,372 | $4,069-17.1% | $4,991-32.4% | $3,192+5.6% |
| Admin fee / account holder | $4,316 | $3,835+12.6% | $5,635-23.4% | $4,297+0.5% |