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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 | $28,258 | $45,152-37.4% | $73,835-61.7% | $59,633-52.6% |
| Participation rate | 71.7% | 64.0%+7.7pp | 73.4%-1.7pp | 68.7%+3.1pp |
| Annual return | -1.80% | 27.40%-29.2pp | 2268.13%-2269.9pp | 2041.40%-2043.2pp |
| Employer contribution / active EE | $648 | $1,901-65.9% | $2,788-76.7% | $2,203-70.6% |
| Participant deferral / active EE | $1,468 | $2,573-43.0% | $3,583-59.0% | $3,192-54.0% |
| Admin fee / account holder | $444 | $3,515-87.4% | $4,880-90.9% | $4,297-89.7% |