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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 | $57,257 | $54,380+5.3% | $68,509-16.4% | $59,633-4.0% |
| Participation rate | 100.0% | 70.2%+29.8pp | 74.7%+25.3pp | 68.7%+31.3pp |
| Annual return | -2.09% | 2.83%-4.9pp | 8.27%-10.4pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $3,696 | $1,539+140.2% | $2,278+62.3% | $2,203+67.8% |
| Participant deferral / active EE | $4,441 | $2,643+68.0% | $3,382+31.3% | $3,192+39.1% |
| Admin fee / account holder | $540 | $3,885-86.1% | $5,275-89.8% | $4,297-87.4% |