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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 | $42,415 | $75,828-44.1% | $67,653-37.3% | - |
| Participation rate | 84.8% | 68.4%+16.5pp | 75.7%+9.2pp | - |
| Annual return | 1.73% | -0.25%+2.0pp | 6625.22%-6623.5pp | - |
| Employer contribution / active EE | $1,097 | $1,407-22.0% | $2,266-51.6% | - |
| Participant deferral / active EE | $3,046 | $2,505+21.6% | $3,560-14.4% | - |
| Admin fee / account holder | $3,672 | $8,125-54.8% | $4,821-23.8% | - |