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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 | $24,601 | $30,732-20.0% | $59,496-58.7% | $59,633-58.7% |
| Participation rate | 87.0% | 43.2%+43.7pp | 54.6%+32.4pp | 68.7%+18.3pp |
| Annual return | -1.89% | 4.47%-6.4pp | 182.05%-183.9pp | 2041.40%-2043.3pp |
| Employer contribution / active EE | $948 | $631+50.4% | $1,153-17.7% | $2,203-56.9% |
| Participant deferral / active EE | $2,469 | $1,183+108.7% | $1,829+35.0% | $3,192-22.6% |
| Admin fee / account holder | $381 | $2,136-82.2% | $2,232-82.9% | $4,297-91.1% |