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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 | $71,892 | $45,566+57.8% | $64,105+12.1% | $59,632+20.6% |
| Participation rate | 88.5% | 60.2%+28.4pp | 68.2%+20.4pp | 68.7%+19.9pp |
| Annual return | -1.06% | 4.95%-6.0pp | 791.24%-792.3pp | 2041.32%-2042.4pp |
| Employer contribution / active EE | $2,197 | $934+135.2% | $1,820+20.7% | $2,203-0.3% |
| Participant deferral / active EE | $4,547 | $2,057+121.1% | $2,822+61.2% | $3,192+42.5% |
| Admin fee / account holder | $785 | $3,268-76.0% | $4,499-82.6% | $4,297-81.7% |