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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 | $17,092 | $52,678-67.6% | $75,784-77.4% | $59,633-71.3% |
| Participation rate | 85.2% | 67.2%+18.0pp | 75.8%+9.4pp | 68.7%+16.6pp |
| Annual return | -0.55% | 2.95%-3.5pp | 9.68%-10.2pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $1,301 | $2,193-40.7% | $3,323-60.9% | $2,203-41.0% |
| Participant deferral / active EE | $1,304 | $2,591-49.7% | $3,652-64.3% | $3,192-59.2% |
| Admin fee / account holder | $1,143 | $3,610-68.3% | $5,300-78.4% | $4,297-73.4% |