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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 | $17,088 | $52,678-67.6% | $75,784-77.5% | $59,633-71.3% |
| Participation rate | 71.4% | 67.2%+4.2pp | 75.8%-4.4pp | 68.7%+2.8pp |
| Annual return | 1.12% | 2.95%-1.8pp | 9.68%-8.6pp | 2041.45%-2040.3pp |
| Employer contribution / active EE | $828 | $2,193-62.2% | $3,323-75.1% | $2,203-62.4% |
| Participant deferral / active EE | $1,535 | $2,591-40.7% | $3,652-58.0% | $3,192-51.9% |
| Admin fee / account holder | $3,277 | $3,610-9.2% | $5,300-38.2% | $4,297-23.7% |