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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 | $8,614 | $37,446-77.0% | $77,552-88.9% | $79,856-89.2% |
| Participation rate | 85.1% | 41.5%+43.6pp | 54.2%+30.9pp | 69.6%+15.5pp |
| Annual return | 0.00% | 39.76%-39.8pp | 54.82%-54.8pp | 31.71%-31.7pp |
| Employer contribution / active EE | $562 | $637-11.7% | $987-43.0% | $2,471-77.2% |
| Participant deferral / active EE | $1,525 | $1,261+21.0% | $1,861-18.0% | $3,741-59.2% |
| Admin fee / account holder | $1,702 | $2,506-32.1% | $2,859-40.5% | $5,306-67.9% |