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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 | $15,761 | $45,152-65.1% | $73,835-78.7% | $59,633-73.6% |
| Participation rate | 79.3% | 64.0%+15.3pp | 73.4%+5.9pp | 68.7%+10.6pp |
| Annual return | -0.75% | 27.40%-28.2pp | 2268.13%-2268.9pp | 2041.40%-2042.2pp |
| Employer contribution / active EE | $571 | $1,901-70.0% | $2,788-79.5% | $2,203-74.1% |
| Participant deferral / active EE | $1,140 | $2,573-55.7% | $3,583-68.2% | $3,192-64.3% |
| Admin fee / account holder | $3,228 | $3,515-8.2% | $4,880-33.9% | $4,297-24.9% |