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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 | $31,649 | $72,177-56.2% | $115,038-72.5% | $59,633-46.9% |
| Participation rate | 86.5% | 72.6%+13.9pp | 81.4%+5.1pp | 68.7%+17.8pp |
| Annual return | -0.70% | 12.02%-12.7pp | 26.14%-26.8pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $3,199 | $2,841+12.6% | $4,608-30.6% | $2,203+45.2% |
| Participant deferral / active EE | $5,396 | $4,783+12.8% | $6,026-10.5% | $3,192+69.1% |
| Admin fee / account holder | $2,992 | $4,927-39.3% | $8,175-63.4% | $4,297-30.4% |