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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 | $16,978 | $46,360-63.4% | $147,617-88.5% | $52,331-67.6% |
| Participation rate | 81.5% | 64.9%+16.6pp | 84.6%-3.1pp | 68.1%+13.4pp |
| Annual return | -1.40% | 1.62%-3.0pp | 61.98%-63.4pp | 4.54%-5.9pp |
| Employer contribution / active EE | $1,241 | $2,126-41.6% | $5,564-77.7% | $1,882-34.0% |
| Participant deferral / active EE | $2,790 | $2,258+23.6% | $4,895-43.0% | $3,022-7.7% |
| Admin fee / account holder | $1,650 | $766+115.5% | $11,612-85.8% | $592+178.9% |