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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 | $33,552 | $65,704-48.9% | $94,229-64.4% | $59,633-43.7% |
| Participation rate | 85.4% | 72.1%+13.2pp | 78.8%+6.6pp | 68.7%+16.7pp |
| Annual return | -1.44% | 5.22%-6.7pp | 10.68%-12.1pp | 2041.45%-2042.9pp |
| Employer contribution / active EE | $2,195 | $2,021+8.6% | $3,587-38.8% | $2,203-0.3% |
| Participant deferral / active EE | $2,116 | $3,143-32.7% | $4,320-51.0% | $3,192-33.7% |
| Admin fee / account holder | $2,917 | $4,265-31.6% | $6,269-53.5% | $4,297-32.1% |