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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 | $33,208 | $65,704-49.5% | $94,229-64.8% | $59,633-44.3% |
| Participation rate | 85.2% | 72.1%+13.1pp | 78.8%+6.4pp | 68.7%+16.5pp |
| Annual return | -0.31% | 5.22%-5.5pp | 10.68%-11.0pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $497 | $2,021-75.4% | $3,587-86.1% | $2,203-77.4% |
| Participant deferral / active EE | $3,021 | $3,143-3.9% | $4,320-30.1% | $3,192-5.4% |
| Admin fee / account holder | $3,645 | $4,265-14.5% | $6,269-41.9% | $4,297-15.2% |