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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 | $30,536 | $54,380-43.8% | $68,509-55.4% | $59,633-48.8% |
| Participation rate | 75.9% | 70.2%+5.7pp | 74.7%+1.1pp | 68.7%+7.2pp |
| Annual return | -1.49% | 2.83%-4.3pp | 8.27%-9.8pp | 2041.40%-2042.9pp |
| Employer contribution / active EE | $440 | $1,539-71.4% | $2,278-80.7% | $2,203-80.0% |
| Participant deferral / active EE | $1,761 | $2,643-33.4% | $3,382-47.9% | $3,192-44.8% |
| Admin fee / account holder | $3,494 | $3,885-10.1% | $5,275-33.8% | $4,297-18.7% |