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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 | $39,232 | $52,678-25.5% | $75,784-48.2% | $59,633-34.2% |
| Participation rate | 77.8% | 67.2%+10.6pp | 75.8%+2.0pp | 68.7%+9.1pp |
| Annual return | 0.88% | 2.95%-2.1pp | 9.68%-8.8pp | 2041.45%-2040.6pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,002 | $2,591-22.7% | $3,652-45.2% | $3,192-37.3% |
| Admin fee / account holder | $5,323 | $3,610+47.5% | $5,300+0.4% | $4,297+23.9% |