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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 | $41,222 | $65,704-37.3% | $94,229-56.3% | $59,633-30.9% |
| Participation rate | 72.2% | 72.1%+0.1pp | 78.8%-6.5pp | 68.7%+3.6pp |
| Annual return | -1.05% | 5.22%-6.3pp | 10.68%-11.7pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $1,139 | $2,021-43.6% | $3,587-68.2% | $2,203-48.3% |
| Participant deferral / active EE | $1,829 | $3,143-41.8% | $4,320-57.7% | $3,192-42.7% |
| Admin fee / account holder | $792 | $4,265-81.4% | $6,269-87.4% | $4,297-81.6% |