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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 | $35,574 | $65,704-45.9% | $94,229-62.2% | $59,633-40.3% |
| Participation rate | 83.6% | 72.1%+11.5pp | 78.8%+4.8pp | 68.7%+14.9pp |
| Annual return | -1.50% | 5.22%-6.7pp | 10.68%-12.2pp | 2041.45%-2043.0pp |
| Employer contribution / active EE | $1,467 | $2,021-27.4% | $3,587-59.1% | $2,203-33.4% |
| Participant deferral / active EE | $3,186 | $3,143+1.4% | $4,320-26.3% | $3,192-0.2% |
| Admin fee / account holder | $877 | $4,265-79.4% | $6,269-86.0% | $4,297-79.6% |