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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 | $47,617 | $30,732+54.9% | $59,496-20.0% | $59,633-20.2% |
| Participation rate | 85.9% | 43.2%+42.7pp | 54.6%+31.4pp | 68.7%+17.3pp |
| Annual return | -0.34% | 4.47%-4.8pp | 182.05%-182.4pp | 2041.40%-2041.7pp |
| Employer contribution / active EE | $481 | $631-23.8% | $1,153-58.3% | $2,203-78.2% |
| Participant deferral / active EE | $1,393 | $1,183+17.7% | $1,829-23.9% | $3,192-56.4% |
| Admin fee / account holder | $316 | $2,136-85.2% | $2,232-85.8% | $4,297-92.6% |