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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 | $44,405 | $45,438-2.3% | $80,004-44.5% | $59,633-25.5% |
| Participation rate | 81.1% | 63.7%+17.4pp | 73.0%+8.1pp | 68.7%+12.4pp |
| Annual return | -1.29% | 5.10%-6.4pp | 7.63%-8.9pp | 2041.40%-2042.7pp |
| Employer contribution / active EE | $3,500 | $1,236+183.2% | $2,473+41.5% | $2,203+58.9% |
| Participant deferral / active EE | $2,338 | $2,231+4.8% | $3,204-27.0% | $3,192-26.8% |
| Admin fee / account holder | $706 | $3,464-79.6% | $5,033-86.0% | $4,297-83.6% |