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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 | $16,094 | $86,701-81.4% | $73,309-78.0% | $125,388-87.2% |
| Participation rate | 88.9% | 78.6%+10.3pp | 74.9%+14.0pp | 83.2%+5.7pp |
| Annual return | -1.16% | 2.78%-3.9pp | 5.67%-6.8pp | 282.24%-283.4pp |
| Employer contribution / active EE | $1,475 | $4,152-64.5% | $3,237-54.4% | $4,866-69.7% |
| Participant deferral / active EE | $2,584 | $5,549-53.4% | $4,991-48.2% | $5,352-51.7% |
| Admin fee / account holder | $638 | $7,768-91.8% | $5,635-88.7% | $9,541-93.3% |