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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 | $41,044 | $54,380-24.5% | $68,509-40.1% | $59,633-31.2% |
| Participation rate | 77.4% | 70.2%+7.2pp | 74.7%+2.6pp | 68.7%+8.7pp |
| Annual return | -1.99% | 2.83%-4.8pp | 8.27%-10.3pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,380 | $2,643-9.9% | $3,382-29.6% | $3,192-25.4% |
| Admin fee / account holder | $4,729 | $3,885+21.7% | $5,275-10.3% | $4,297+10.1% |