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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 | $37,539 | $30,732+22.1% | $59,496-36.9% | $59,633-37.0% |
| Participation rate | 92.5% | 43.2%+49.3pp | 54.6%+37.9pp | 68.7%+23.8pp |
| Annual return | -1.44% | 4.47%-5.9pp | 182.05%-183.5pp | 2041.45%-2042.9pp |
| Employer contribution / active EE | $890 | $631+41.0% | $1,153-22.8% | $2,203-59.6% |
| Participant deferral / active EE | $3,049 | $1,183+157.7% | $1,829+66.7% | $3,192-4.5% |
| Admin fee / account holder | $2,956 | $2,136+38.4% | $2,232+32.4% | $4,297-31.2% |