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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 | $35,122 | $93,346-62.4% | $71,796-51.1% | $273,972-87.2% |
| Participation rate | 76.5% | 76.5%-0.1pp | 69.1%+7.4pp | 83.0%-6.5pp |
| Annual return | 1.36% | 130.39%-129.0pp | 78.04%-76.7pp | 41.46%-40.1pp |
| Employer contribution / active EE | $356 | $2,733-87.0% | $1,924-81.5% | $4,869-92.7% |
| Participant deferral / active EE | $4,070 | $3,475+17.1% | $2,794+45.6% | $5,287-23.0% |
| Admin fee / account holder | $419 | $6,571-93.6% | $4,815-91.3% | $10,133-95.9% |