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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 | $40,562 | $72,177-43.8% | $115,038-64.7% | $59,633-32.0% |
| Participation rate | 81.3% | 72.6%+8.7pp | 81.4%-0.1pp | 68.7%+12.6pp |
| Annual return | -1.59% | 12.02%-13.6pp | 26.14%-27.7pp | 2041.45%-2043.0pp |
| Employer contribution / active EE | $2,607 | $2,841-8.3% | $4,608-43.4% | $2,203+18.3% |
| Participant deferral / active EE | $4,209 | $4,783-12.0% | $6,026-30.2% | $3,192+31.9% |
| Admin fee / account holder | $1,923 | $4,927-61.0% | $8,175-76.5% | $4,297-55.2% |