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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 | $37,115 | $72,177-48.6% | $115,038-67.7% | $59,633-37.8% |
| Participation rate | 75.0% | 72.6%+2.4pp | 81.4%-6.4pp | 68.7%+6.3pp |
| Annual return | -1.11% | 12.02%-13.1pp | 26.14%-27.3pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $721 | $2,841-74.6% | $4,608-84.3% | $2,203-67.3% |
| Participant deferral / active EE | $5,715 | $4,783+19.5% | $6,026-5.2% | $3,192+79.1% |
| Admin fee / account holder | $1,201 | $4,927-75.6% | $8,175-85.3% | $4,297-72.1% |