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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 | $33,100 | $52,911-37.4% | $73,309-54.8% | $59,633-44.5% |
| Participation rate | 71.4% | 68.2%+3.2pp | 74.9%-3.5pp | 68.7%+2.8pp |
| Annual return | -1.30% | 12.20%-13.5pp | 5.67%-7.0pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $2,052 | $1,909+7.5% | $3,237-36.6% | $2,203-6.8% |
| Participant deferral / active EE | $3,566 | $4,069-12.4% | $4,991-28.6% | $3,192+11.7% |
| Admin fee / account holder | $1,598 | $3,835-58.3% | $5,635-71.6% | $4,297-62.8% |