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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 | $59,948 | $65,704-8.8% | $94,229-36.4% | $59,633+0.5% |
| Participation rate | 84.3% | 72.1%+12.1pp | 78.8%+5.5pp | 68.7%+15.6pp |
| Annual return | -2.15% | 5.22%-7.4pp | 10.68%-12.8pp | 2041.45%-2043.6pp |
| Employer contribution / active EE | $1,868 | $2,021-7.5% | $3,587-47.9% | $2,203-15.2% |
| Participant deferral / active EE | $4,182 | $3,143+33.1% | $4,320-3.2% | $3,192+31.0% |
| Admin fee / account holder | $2,291 | $4,265-46.3% | $6,269-63.5% | $4,297-46.7% |