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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 | $41,965 | $54,380-22.8% | $68,509-38.7% | $59,633-29.6% |
| Participation rate | 81.1% | 70.2%+10.9pp | 74.7%+6.4pp | 68.7%+12.5pp |
| Annual return | -1.91% | 2.83%-4.7pp | 8.27%-10.2pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $5,601 | $1,539+264.1% | $2,278+145.9% | $2,203+154.3% |
| Participant deferral / active EE | $0 | $2,643-100.0% | $3,382-100.0% | $3,192-100.0% |
| Admin fee / account holder | $3,226 | $3,885-17.0% | $5,275-38.8% | $4,297-24.9% |