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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 | $56,989 | $65,704-13.3% | $94,229-39.5% | $59,633-4.4% |
| Participation rate | 73.3% | 72.1%+1.2pp | 78.8%-5.4pp | 68.7%+4.7pp |
| Annual return | -1.96% | 5.22%-7.2pp | 10.68%-12.6pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $1,480 | $2,021-26.7% | $3,587-58.7% | $2,203-32.8% |
| Participant deferral / active EE | $3,718 | $3,143+18.3% | $4,320-13.9% | $3,192+16.5% |
| Admin fee / account holder | $2,883 | $4,265-32.4% | $6,269-54.0% | $4,297-32.9% |