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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 | $58,898 | $65,704-10.4% | $94,229-37.5% | $59,633-1.2% |
| Participation rate | 87.7% | 72.1%+15.5pp | 78.8%+8.9pp | 68.7%+19.0pp |
| Annual return | -0.05% | 5.22%-5.3pp | 10.68%-10.7pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $1,204 | $2,021-40.4% | $3,587-66.4% | $2,203-45.3% |
| Participant deferral / active EE | $3,886 | $3,143+23.6% | $4,320-10.1% | $3,192+21.8% |
| Admin fee / account holder | $2,096 | $4,265-50.9% | $6,269-66.6% | $4,297-51.2% |