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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 | $30,863 | $65,704-53.0% | $94,229-67.2% | $59,633-48.2% |
| Participation rate | 78.1% | 72.1%+6.0pp | 78.8%-0.6pp | 68.7%+9.5pp |
| Annual return | -2.15% | 5.22%-7.4pp | 10.68%-12.8pp | 2041.45%-2043.6pp |
| Employer contribution / active EE | $2,666 | $2,021+31.9% | $3,587-25.7% | $2,203+21.0% |
| Participant deferral / active EE | $2,609 | $3,143-17.0% | $4,320-39.6% | $3,192-18.3% |
| Admin fee / account holder | $488 | $4,265-88.6% | $6,269-92.2% | $4,297-88.7% |