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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 | $34,086 | $45,566-25.2% | $64,105-46.8% | $59,633-42.8% |
| Participation rate | 96.4% | 60.2%+36.3pp | 68.2%+28.3pp | 68.7%+27.8pp |
| Annual return | -1.06% | 4.95%-6.0pp | 791.24%-792.3pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $2,895 | $934+209.9% | $1,820+59.1% | $2,203+31.4% |
| Participant deferral / active EE | $1,457 | $2,057-29.2% | $2,822-48.4% | $3,192-54.4% |
| Admin fee / account holder | $2,172 | $3,268-33.5% | $4,499-51.7% | $4,297-49.5% |