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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 | $25,858 | $41,854-38.2% | $73,835-65.0% | $52,331-50.6% |
| Participation rate | 71.1% | 66.2%+4.8pp | 73.4%-2.4pp | 68.1%+2.9pp |
| Annual return | 1.49% | 2.11%-0.6pp | 2268.13%-2266.6pp | 4.54%-3.0pp |
| Employer contribution / active EE | $1,370 | $1,920-28.6% | $2,788-50.8% | $1,882-27.2% |
| Participant deferral / active EE | $2,201 | $2,498-11.9% | $3,583-38.6% | $3,022-27.2% |
| Admin fee / account holder | $880 | $493+78.6% | $4,880-82.0% | $592+48.7% |