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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 | $41,978 | $54,380-22.8% | $68,509-38.7% | $59,633-29.6% |
| Participation rate | 71.9% | 70.2%+1.7pp | 74.7%-2.8pp | 68.7%+3.3pp |
| Annual return | -1.24% | 2.83%-4.1pp | 8.27%-9.5pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $289 | $1,539-81.2% | $2,278-87.3% | $2,203-86.9% |
| Participant deferral / active EE | $1,747 | $2,643-33.9% | $3,382-48.3% | $3,192-45.3% |
| Admin fee / account holder | $3,661 | $3,885-5.8% | $5,275-30.6% | $4,297-14.8% |