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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 | $43,660 | $45,438-3.9% | $80,004-45.4% | $59,633-26.8% |
| Participation rate | 95.6% | 63.7%+31.8pp | 73.0%+22.5pp | 68.7%+26.9pp |
| Annual return | -1.52% | 5.10%-6.6pp | 7.63%-9.2pp | 2041.40%-2042.9pp |
| Employer contribution / active EE | $5,747 | $1,236+365.0% | $2,473+132.4% | $2,203+160.9% |
| Participant deferral / active EE | $3,699 | $2,231+65.8% | $3,204+15.5% | $3,192+15.9% |
| Admin fee / account holder | $3,002 | $3,464-13.3% | $5,033-40.4% | $4,297-30.1% |