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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 | $17,739 | $45,438-61.0% | $80,004-77.8% | $59,633-70.3% |
| Participation rate | 80.6% | 63.7%+16.9pp | 73.0%+7.6pp | 68.7%+12.0pp |
| Annual return | -1.72% | 5.10%-6.8pp | 7.63%-9.4pp | 2041.40%-2043.1pp |
| Employer contribution / active EE | $1,067 | $1,236-13.6% | $2,473-56.8% | $2,203-51.5% |
| Participant deferral / active EE | $1,574 | $2,231-29.4% | $3,204-50.9% | $3,192-50.7% |
| Admin fee / account holder | $1,038 | $3,464-70.0% | $5,033-79.4% | $4,297-75.9% |