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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 | $33,390 | $57,350-41.8% | $83,850-60.2% | $64,181-48.0% |
| Participation rate | 85.4% | 68.6%+16.8pp | 76.1%+9.2pp | 69.6%+15.8pp |
| Annual return | -0.30% | 11.38%-11.7pp | 850.92%-851.2pp | 7.63%-7.9pp |
| Employer contribution / active EE | $1,231 | $2,545-51.6% | $3,631-66.1% | $2,381-48.3% |
| Participant deferral / active EE | $1,444 | $2,993-51.7% | $4,082-64.6% | $3,470-58.4% |
| Admin fee / account holder | $6,024 | $4,046+48.9% | $5,478+10.0% | $4,887+23.3% |