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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 | $38,896 | $54,380-28.5% | $68,509-43.2% | $59,632-34.8% |
| Participation rate | 94.3% | 70.2%+24.1pp | 74.7%+19.6pp | 68.7%+25.7pp |
| Annual return | -0.87% | 2.83%-3.7pp | 8.27%-9.1pp | 2041.32%-2042.2pp |
| Employer contribution / active EE | $636 | $1,539-58.6% | $2,278-72.1% | $2,203-71.1% |
| Participant deferral / active EE | $2,865 | $2,643+8.4% | $3,382-15.3% | $3,192-10.2% |
| Admin fee / account holder | $2,672 | $3,885-31.2% | $5,275-49.3% | $4,297-37.8% |