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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 | $53,215 | $65,704-19.0% | $94,229-43.5% | $59,633-10.8% |
| Participation rate | 87.2% | 72.1%+15.1pp | 78.8%+8.4pp | 68.7%+18.5pp |
| Annual return | -0.86% | 5.22%-6.1pp | 10.68%-11.5pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $1,482 | $2,021-26.7% | $3,587-58.7% | $2,203-32.7% |
| Participant deferral / active EE | $3,405 | $3,143+8.3% | $4,320-21.2% | $3,192+6.7% |
| Admin fee / account holder | $939 | $4,265-78.0% | $6,269-85.0% | $4,297-78.2% |