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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 | $79,875 | $54,380+46.9% | $68,509+16.6% | $59,633+33.9% |
| Participation rate | 84.8% | 70.2%+14.6pp | 74.7%+10.1pp | 68.7%+16.1pp |
| Annual return | -0.94% | 2.83%-3.8pp | 8.27%-9.2pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,578 | $2,643-40.3% | $3,382-53.3% | $3,192-50.6% |
| Admin fee / account holder | $2,547 | $3,885-34.4% | $5,275-51.7% | $4,297-40.7% |