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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 | $21,767 | $52,678-58.7% | $75,784-71.3% | $59,633-63.5% |
| Participation rate | 73.2% | 67.2%+6.0pp | 75.8%-2.6pp | 68.7%+4.6pp |
| Annual return | -2.93% | 2.95%-5.9pp | 9.68%-12.6pp | 2041.45%-2044.4pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,468 | $2,591-4.7% | $3,652-32.4% | $3,192-22.7% |
| Admin fee / account holder | $3,885 | $3,610+7.6% | $5,300-26.7% | $4,297-9.6% |