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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 | $51,449 | $54,380-5.4% | $68,509-24.9% | $59,633-13.7% |
| Participation rate | 80.3% | 70.2%+10.1pp | 74.7%+5.5pp | 68.7%+11.6pp |
| Annual return | -1.66% | 2.83%-4.5pp | 8.27%-9.9pp | 2041.40%-2043.1pp |
| Employer contribution / active EE | $335 | $1,539-78.2% | $2,278-85.3% | $2,203-84.8% |
| Participant deferral / active EE | $2,928 | $2,643+10.8% | $3,382-13.4% | $3,192-8.3% |
| Admin fee / account holder | $1,050 | $3,885-73.0% | $5,275-80.1% | $4,297-75.6% |