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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 | $47,574 | $45,566+4.4% | $64,105-25.8% | $59,633-20.2% |
| Participation rate | 77.8% | 60.2%+17.6pp | 68.2%+9.6pp | 68.7%+9.1pp |
| Annual return | -1.54% | 4.95%-6.5pp | 791.24%-792.8pp | 2041.45%-2043.0pp |
| Employer contribution / active EE | $1,637 | $934+75.2% | $1,820-10.1% | $2,203-25.7% |
| Participant deferral / active EE | $3,436 | $2,057+67.1% | $2,822+21.8% | $3,192+7.7% |
| Admin fee / account holder | $822 | $3,268-74.8% | $4,499-81.7% | $4,297-80.9% |