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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 | $37,541 | $52,678-28.7% | $75,782-50.5% | $59,632-37.0% |
| Participation rate | 80.0% | 67.2%+12.8pp | 75.8%+4.2pp | 68.7%+11.3pp |
| Annual return | -1.23% | 2.95%-4.2pp | 9.68%-10.9pp | 2041.32%-2042.5pp |
| Employer contribution / active EE | $808 | $2,193-63.2% | $3,323-75.7% | $2,203-63.3% |
| Participant deferral / active EE | $1,395 | $2,591-46.1% | $3,652-61.8% | $3,192-56.3% |
| Admin fee / account holder | $704 | $3,610-80.5% | $5,300-86.7% | $4,297-83.6% |