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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 | $40,884 | $72,177-43.4% | $115,038-64.5% | $59,633-31.4% |
| Participation rate | 89.7% | 72.6%+17.1pp | 81.4%+8.3pp | 68.7%+21.0pp |
| Annual return | -0.08% | 12.02%-12.1pp | 26.14%-26.2pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $3,930 | $2,841+38.3% | $4,608-14.7% | $2,203+78.4% |
| Participant deferral / active EE | $7,786 | $4,783+62.8% | $6,026+29.2% | $3,192+144.0% |
| Admin fee / account holder | $5,194 | $4,927+5.4% | $8,175-36.5% | $4,297+20.9% |