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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 | $29,507 | $52,911-44.2% | $73,309-59.8% | $59,633-50.5% |
| Participation rate | 72.7% | 68.2%+4.5pp | 74.9%-2.2pp | 68.7%+4.1pp |
| Annual return | -1.17% | 12.20%-13.4pp | 5.67%-6.8pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $808 | $1,909-57.7% | $3,237-75.0% | $2,203-63.3% |
| Participant deferral / active EE | $2,727 | $4,069-33.0% | $4,991-45.4% | $3,192-14.6% |
| Admin fee / account holder | $1,511 | $3,835-60.6% | $5,635-73.2% | $4,297-64.8% |