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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 | $47,198 | $84,518-44.2% | $67,704-30.3% | $125,389-62.4% |
| Participation rate | 73.7% | 74.8%-1.1pp | 67.5%+6.2pp | 83.2%-9.5pp |
| Annual return | -2.60% | 2.57%-5.2pp | 25.41%-28.0pp | 282.24%-284.8pp |
| Employer contribution / active EE | $1,552 | $3,292-52.9% | $2,559-39.4% | $4,866-68.1% |
| Participant deferral / active EE | $2,347 | $4,430-47.0% | $3,585-34.6% | $5,352-56.2% |
| Admin fee / account holder | $2,020 | $5,340-62.2% | $4,255-52.5% | $9,541-78.8% |