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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 | $38,903 | $54,380-28.5% | $68,509-43.2% | $59,633-34.8% |
| Participation rate | 81.8% | 70.2%+11.6pp | 74.7%+7.1pp | 68.7%+13.1pp |
| Annual return | -2.23% | 2.83%-5.1pp | 8.27%-10.5pp | 2041.45%-2043.7pp |
| Employer contribution / active EE | $1,029 | $1,539-33.1% | $2,278-54.8% | $2,203-53.3% |
| Participant deferral / active EE | $1,472 | $2,643-44.3% | $3,382-56.5% | $3,192-53.9% |
| Admin fee / account holder | $1,317 | $3,885-66.1% | $5,275-75.0% | $4,297-69.4% |