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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 | $22,834 | $45,438-49.7% | $80,004-71.5% | $59,633-61.7% |
| Participation rate | 80.0% | 63.7%+16.3pp | 73.0%+7.0pp | 68.7%+11.3pp |
| Annual return | 0.99% | 5.10%-4.1pp | 7.63%-6.6pp | 2041.45%-2040.5pp |
| Employer contribution / active EE | $1,323 | $1,236+7.0% | $2,473-46.5% | $2,203-39.9% |
| Participant deferral / active EE | $2,808 | $2,231+25.9% | $3,204-12.3% | $3,192-12.0% |
| Admin fee / account holder | $980 | $3,464-71.7% | $5,033-80.5% | $4,297-77.2% |