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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 | $32,874 | $65,703-50.0% | $94,228-65.1% | $59,633-44.9% |
| Participation rate | 80.8% | 72.1%+8.6pp | 78.8%+2.0pp | 68.7%+12.1pp |
| Annual return | -0.47% | 5.22%-5.7pp | 10.68%-11.1pp | 2041.40%-2041.9pp |
| Employer contribution / active EE | $1,030 | $2,021-49.0% | $3,587-71.3% | $2,203-53.2% |
| Participant deferral / active EE | $2,995 | $3,143-4.7% | $4,320-30.7% | $3,192-6.2% |
| Admin fee / account holder | $2,429 | $4,264-43.0% | $6,269-61.3% | $4,297-43.5% |