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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 | $33,248 | $45,566-27.0% | $64,105-48.1% | $59,633-44.2% |
| Participation rate | 92.6% | 60.2%+32.4pp | 68.2%+24.4pp | 68.7%+23.9pp |
| Annual return | -0.83% | 4.95%-5.8pp | 791.24%-792.1pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $1,376 | $934+47.3% | $1,820-24.4% | $2,203-37.5% |
| Participant deferral / active EE | $2,381 | $2,057+15.8% | $2,822-15.6% | $3,192-25.4% |
| Admin fee / account holder | $899 | $3,268-72.5% | $4,499-80.0% | $4,297-79.1% |