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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 | $30,955 | $48,050-35.6% | $85,969-64.0% | $59,633-48.1% |
| Participation rate | 85.2% | 64.5%+20.8pp | 76.5%+8.7pp | 68.7%+16.6pp |
| Annual return | -2.08% | 0.29%-2.4pp | 9.32%-11.4pp | 2041.40%-2043.5pp |
| Employer contribution / active EE | $610 | $1,640-62.8% | $3,474-82.5% | $2,203-72.3% |
| Participant deferral / active EE | $1,661 | $2,249-26.1% | $3,829-56.6% | $3,192-48.0% |
| Admin fee / account holder | $1,386 | $3,206-56.8% | $6,053-77.1% | $4,297-67.7% |