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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 | $46,851 | $52,678-11.1% | $75,784-38.2% | $59,633-21.4% |
| Participation rate | 91.9% | 67.2%+24.7pp | 75.8%+16.1pp | 68.7%+23.2pp |
| Annual return | -1.13% | 2.95%-4.1pp | 9.68%-10.8pp | 2041.40%-2042.5pp |
| Employer contribution / active EE | $1,380 | $2,193-37.1% | $3,323-58.5% | $2,203-37.4% |
| Participant deferral / active EE | $1,685 | $2,591-35.0% | $3,652-53.9% | $3,192-47.2% |
| Admin fee / account holder | $1,185 | $3,610-67.2% | $5,300-77.6% | $4,297-72.4% |