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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 | $46,107 | $45,566+1.2% | $64,105-28.1% | $59,633-22.7% |
| Participation rate | 71.1% | 60.2%+10.9pp | 68.2%+2.9pp | 68.7%+2.4pp |
| Annual return | -1.59% | 4.95%-6.5pp | 791.24%-792.8pp | 2041.45%-2043.0pp |
| Employer contribution / active EE | $738 | $934-21.0% | $1,820-59.5% | $2,203-66.5% |
| Participant deferral / active EE | $3,263 | $2,057+58.7% | $2,822+15.7% | $3,192+2.2% |
| Admin fee / account holder | $442 | $3,268-86.5% | $4,499-90.2% | $4,297-89.7% |