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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 | $57,097 | $45,566+25.3% | $64,105-10.9% | $59,633-4.3% |
| Participation rate | 79.4% | 60.2%+19.2pp | 68.2%+11.2pp | 68.7%+10.7pp |
| Annual return | -0.83% | 4.95%-5.8pp | 791.24%-792.1pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $305 | $934-67.3% | $1,820-83.2% | $2,203-86.1% |
| Participant deferral / active EE | $2,611 | $2,057+27.0% | $2,822-7.5% | $3,192-18.2% |
| Admin fee / account holder | $4,506 | $3,268+37.9% | $4,499+0.2% | $4,297+4.9% |