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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 | $48,965 | $72,177-32.2% | $115,038-57.4% | $59,633-17.9% |
| Participation rate | 80.3% | 72.6%+7.7pp | 81.4%-1.1pp | 68.7%+11.6pp |
| Annual return | -2.22% | 12.02%-14.2pp | 26.14%-28.4pp | 2041.45%-2043.7pp |
| Employer contribution / active EE | $3,782 | $2,841+33.1% | $4,608-17.9% | $2,203+71.7% |
| Participant deferral / active EE | $5,952 | $4,783+24.4% | $6,026-1.2% | $3,192+86.5% |
| Admin fee / account holder | $3,609 | $4,927-26.8% | $8,175-55.9% | $4,297-16.0% |