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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 | $87,821 | $72,177+21.7% | $115,038-23.7% | $59,633+47.3% |
| Participation rate | 71.9% | 72.6%-0.7pp | 81.4%-9.5pp | 68.7%+3.2pp |
| Annual return | -2.03% | 12.02%-14.1pp | 26.14%-28.2pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $1,038 | $2,841-63.5% | $4,608-77.5% | $2,203-52.9% |
| Participant deferral / active EE | $3,086 | $4,783-35.5% | $6,026-48.8% | $3,192-3.3% |
| Admin fee / account holder | $2,828 | $4,927-42.6% | $8,175-65.4% | $4,297-34.2% |