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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 | $38,456 | $54,380-29.3% | $68,509-43.9% | $59,633-35.5% |
| Participation rate | 96.1% | 70.2%+25.9pp | 74.7%+21.4pp | 68.7%+27.4pp |
| Annual return | -1.52% | 2.83%-4.4pp | 8.27%-9.8pp | 2041.45%-2043.0pp |
| Employer contribution / active EE | $3,867 | $1,539+151.3% | $2,278+69.8% | $2,203+75.6% |
| Participant deferral / active EE | $2,342 | $2,643-11.4% | $3,382-30.7% | $3,192-26.6% |
| Admin fee / account holder | $1,315 | $3,885-66.2% | $5,275-75.1% | $4,297-69.4% |