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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 | $53,706 | $45,566+17.9% | $64,105-16.2% | $59,633-9.9% |
| Participation rate | 77.5% | 60.2%+17.3pp | 68.2%+9.3pp | 68.7%+8.8pp |
| Annual return | 1.33% | 4.95%-3.6pp | 791.24%-789.9pp | 2041.45%-2040.1pp |
| Employer contribution / active EE | $386 | $934-58.7% | $1,820-78.8% | $2,203-82.5% |
| Participant deferral / active EE | $1,964 | $2,057-4.5% | $2,822-30.4% | $3,192-38.5% |
| Admin fee / account holder | $887 | $3,268-72.8% | $4,499-80.3% | $4,297-79.3% |