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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 | $21,673 | $56,682-61.8% | - | $135,382-84.0% |
| Participation rate | 85.0% | 68.0%+17.0pp | - | 82.6%+2.4pp |
| Annual return | 2.09% | 2615.76%-2613.7pp | - | 519.77%-517.7pp |
| Employer contribution / active EE | $608 | $2,734-77.8% | - | $4,779-87.3% |
| Participant deferral / active EE | $3,398 | $3,704-8.3% | - | $5,609-39.4% |
| Admin fee / account holder | $3,578 | $1,580+126.4% | - | $10,829-67.0% |