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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 | $44,587 | $65,704-32.1% | $94,229-52.7% | $59,633-25.2% |
| Participation rate | 71.4% | 72.1%-0.7pp | 78.8%-7.3pp | 68.7%+2.8pp |
| Annual return | -1.90% | 5.22%-7.1pp | 10.68%-12.6pp | 2041.45%-2043.3pp |
| Employer contribution / active EE | $3,337 | $2,021+65.1% | $3,587-7.0% | $2,203+51.5% |
| Participant deferral / active EE | $3,446 | $3,143+9.6% | $4,320-20.2% | $3,192+8.0% |
| Admin fee / account holder | $4,112 | $4,265-3.6% | $6,269-34.4% | $4,297-4.3% |