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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 | $36,044 | $45,438-20.7% | $80,004-54.9% | $59,633-39.6% |
| Participation rate | 78.9% | 63.7%+15.2pp | 73.0%+5.9pp | 68.7%+10.3pp |
| Annual return | -1.27% | 5.10%-6.4pp | 7.63%-8.9pp | 2041.40%-2042.7pp |
| Employer contribution / active EE | $1,324 | $1,236+7.2% | $2,473-46.4% | $2,203-39.9% |
| Participant deferral / active EE | $1,902 | $2,231-14.7% | $3,204-40.6% | $3,192-40.4% |
| Admin fee / account holder | $1,068 | $3,464-69.2% | $5,033-78.8% | $4,297-75.1% |