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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 | $43,165 | $45,566-5.3% | $64,105-32.7% | $59,633-27.6% |
| Participation rate | 76.8% | 60.2%+16.6pp | 68.2%+8.6pp | 68.7%+8.1pp |
| Annual return | -1.17% | 4.95%-6.1pp | 791.24%-792.4pp | 2041.40%-2042.6pp |
| Employer contribution / active EE | $315 | $934-66.2% | $1,820-82.7% | $2,203-85.7% |
| Participant deferral / active EE | $1,893 | $2,057-7.9% | $2,822-32.9% | $3,192-40.7% |
| Admin fee / account holder | $2,397 | $3,268-26.6% | $4,499-46.7% | $4,297-44.2% |