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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 | $48,402 | $54,380-11.0% | $68,509-29.4% | $59,633-18.8% |
| Participation rate | 77.8% | 70.2%+7.6pp | 74.7%+3.1pp | 68.7%+9.1pp |
| Annual return | -1.81% | 2.83%-4.6pp | 8.27%-10.1pp | 2041.45%-2043.3pp |
| Employer contribution / active EE | $348 | $1,539-77.4% | $2,278-84.7% | $2,203-84.2% |
| Participant deferral / active EE | $1,952 | $2,643-26.2% | $3,382-42.3% | $3,192-38.9% |
| Admin fee / account holder | $594 | $3,885-84.7% | $5,275-88.7% | $4,297-86.2% |