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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 | $50,438 | $54,380-7.2% | $68,509-26.4% | $59,633-15.4% |
| Participation rate | 82.9% | 70.2%+12.7pp | 74.7%+8.2pp | 68.7%+14.2pp |
| Annual return | 0.18% | 2.83%-2.7pp | 8.27%-8.1pp | 2041.45%-2041.3pp |
| Employer contribution / active EE | $675 | $1,539-56.1% | $2,278-70.3% | $2,203-69.3% |
| Participant deferral / active EE | $1,911 | $2,643-27.7% | $3,382-43.5% | $3,192-40.1% |
| Admin fee / account holder | $6,323 | $3,885+62.7% | $5,275+19.9% | $4,297+47.2% |