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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 | $51,761 | $52,678-1.7% | $75,784-31.7% | $59,633-13.2% |
| Participation rate | 86.0% | 67.2%+18.8pp | 75.8%+10.2pp | 68.7%+17.4pp |
| Annual return | -2.53% | 2.95%-5.5pp | 9.68%-12.2pp | 2041.45%-2044.0pp |
| Employer contribution / active EE | $4,978 | $2,193+127.0% | $3,323+49.8% | $2,203+126.0% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,652-100.0% | $3,192-100.0% |
| Admin fee / account holder | $5,825 | $3,610+61.4% | $5,300+9.9% | $4,297+35.6% |