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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 | $63,978 | $39,245+63.0% | $64,105-0.2% | $52,331+22.3% |
| Participation rate | 99.0% | 58.2%+40.8pp | 68.2%+30.9pp | 68.1%+30.9pp |
| Annual return | -1.07% | 14.79%-15.9pp | 791.24%-792.3pp | 4.54%-5.6pp |
| Employer contribution / active EE | $607 | $736-17.6% | $1,820-66.7% | $1,882-67.8% |
| Participant deferral / active EE | $1,922 | $1,992-3.5% | $2,822-31.9% | $3,022-36.4% |
| Admin fee / account holder | $4,423 | $592+646.5% | $4,499-1.7% | $592+647.6% |