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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 | $22,613 | $59,332-61.9% | $90,223-74.9% | $59,633-62.1% |
| Participation rate | 76.9% | 71.9%+5.0pp | 79.0%-2.1pp | 68.7%+8.3pp |
| Annual return | -1.89% | 3.25%-5.1pp | 1.31%-3.2pp | 2041.45%-2043.3pp |
| Employer contribution / active EE | $2,205 | $3,031-27.2% | $4,378-49.6% | $2,203+0.1% |
| Participant deferral / active EE | $3,223 | $4,369-26.2% | $5,792-44.3% | $3,192+1.0% |
| Admin fee / account holder | $2,766 | $5,032-45.0% | $7,406-62.6% | $4,297-35.6% |