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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 | $38,568 | $30,732+25.5% | $59,496-35.2% | $59,633-35.3% |
| Participation rate | 83.5% | 43.2%+40.3pp | 54.6%+29.0pp | 68.7%+14.8pp |
| Annual return | 0.81% | 4.47%-3.7pp | 182.05%-181.2pp | 2041.40%-2040.6pp |
| Employer contribution / active EE | $121 | $631-80.8% | $1,153-89.5% | $2,203-94.5% |
| Participant deferral / active EE | $1,321 | $1,183+11.6% | $1,829-27.8% | $3,192-58.6% |
| Admin fee / account holder | $7,983 | $2,136+273.7% | $2,232+257.6% | $4,297+85.8% |