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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 | $24,669 | $77,816-68.3% | $123,552-80.0% | $64,173-61.6% |
| Participation rate | 89.5% | 74.7%+14.8pp | 82.3%+7.2pp | 69.6%+19.9pp |
| Annual return | -1.18% | 12.49%-13.7pp | 119.20%-120.4pp | 7.63%-8.8pp |
| Employer contribution / active EE | $1,257 | $3,014-58.3% | $4,628-72.8% | $2,381-47.2% |
| Participant deferral / active EE | $2,519 | $5,240-51.9% | $6,426-60.8% | $3,470-27.4% |
| Admin fee / account holder | $1,910 | $5,519-65.4% | $9,285-79.4% | $4,887-60.9% |