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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 | $46,820 | $54,380-13.9% | $68,509-31.7% | $59,633-21.5% |
| Participation rate | 80.0% | 70.2%+9.8pp | 74.7%+5.3pp | 68.7%+11.3pp |
| Annual return | -0.31% | 2.83%-3.1pp | 8.27%-8.6pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $746 | $1,539-51.5% | $2,278-67.3% | $2,203-66.1% |
| Participant deferral / active EE | $3,184 | $2,643+20.4% | $3,382-5.9% | $3,192-0.3% |
| Admin fee / account holder | $2,757 | $3,885-29.0% | $5,275-47.7% | $4,297-35.8% |