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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 | $36,975 | $65,704-43.7% | $94,229-60.8% | $59,633-38.0% |
| Participation rate | 71.9% | 72.1%-0.2pp | 78.8%-6.9pp | 68.7%+3.2pp |
| Annual return | 0.53% | 5.22%-4.7pp | 10.68%-10.2pp | 2041.45%-2040.9pp |
| Employer contribution / active EE | $1,263 | $2,021-37.5% | $3,587-64.8% | $2,203-42.6% |
| Participant deferral / active EE | $1,432 | $3,143-54.4% | $4,320-66.9% | $3,192-55.1% |
| Admin fee / account holder | $2,677 | $4,265-37.2% | $6,269-57.3% | $4,297-37.7% |