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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 | $37,336 | $39,162-4.7% | $100,671-62.9% | $59,633-37.4% |
| Participation rate | 73.0% | 55.9%+17.2pp | 70.7%+2.3pp | 68.7%+4.4pp |
| Annual return | -2.06% | 21.07%-23.1pp | 20.43%-22.5pp | 2041.40%-2043.5pp |
| Employer contribution / active EE | $918 | $1,151-20.2% | $4,012-77.1% | $2,203-58.3% |
| Participant deferral / active EE | $1,933 | $1,992-3.0% | $3,144-38.5% | $3,192-39.4% |
| Admin fee / account holder | $2,486 | $2,969-16.3% | $4,850-48.7% | $4,297-42.1% |