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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 | $34,346 | $45,566-24.6% | $64,105-46.4% | $59,633-42.4% |
| Participation rate | 87.0% | 60.2%+26.8pp | 68.2%+18.8pp | 68.7%+18.3pp |
| Annual return | -1.55% | 4.95%-6.5pp | 791.24%-792.8pp | 2041.45%-2043.0pp |
| Employer contribution / active EE | $2,000 | $934+114.1% | $1,820+9.9% | $2,203-9.2% |
| Participant deferral / active EE | $3,151 | $2,057+53.2% | $2,822+11.7% | $3,192-1.3% |
| Admin fee / account holder | $2,374 | $3,268-27.4% | $4,499-47.2% | $4,297-44.8% |