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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 | $43,951 | $54,380-19.2% | $68,509-35.8% | $59,633-26.3% |
| Participation rate | 83.1% | 70.2%+12.9pp | 74.7%+8.3pp | 68.7%+14.4pp |
| Annual return | -1.27% | 2.83%-4.1pp | 8.27%-9.5pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $837 | $1,539-45.6% | $2,278-63.2% | $2,203-62.0% |
| Participant deferral / active EE | $3,599 | $2,643+36.1% | $3,382+6.4% | $3,192+12.7% |
| Admin fee / account holder | $1,173 | $3,885-69.8% | $5,275-77.8% | $4,297-72.7% |