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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 | $53,057 | $48,050+10.4% | $85,969-38.3% | $59,633-11.0% |
| Participation rate | 70.0% | 64.5%+5.5pp | 76.5%-6.5pp | 68.7%+1.3pp |
| Annual return | -0.73% | 0.29%-1.0pp | 9.32%-10.0pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $541 | $1,640-67.0% | $3,474-84.4% | $2,203-75.4% |
| Participant deferral / active EE | $1,120 | $2,249-50.2% | $3,829-70.7% | $3,192-64.9% |
| Admin fee / account holder | $2,073 | $3,206-35.3% | $6,053-65.7% | $4,297-51.8% |