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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 | $40,321 | $45,566-11.5% | $64,105-37.1% | $59,632-32.4% |
| Participation rate | 82.8% | 60.2%+22.6pp | 68.2%+14.6pp | 68.7%+14.1pp |
| Annual return | 0.09% | 4.95%-4.9pp | 791.24%-791.2pp | 2041.32%-2041.2pp |
| Employer contribution / active EE | $1,913 | $934+104.8% | $1,820+5.1% | $2,203-13.1% |
| Participant deferral / active EE | $3,654 | $2,057+77.7% | $2,822+29.5% | $3,192+14.5% |
| Admin fee / account holder | $1,352 | $3,268-58.6% | $4,499-70.0% | $4,297-68.5% |