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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 | $31,896 | $52,678-39.5% | $75,784-57.9% | $59,633-46.5% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | -2.63% | 2.95%-5.6pp | 9.68%-12.3pp | 2041.40%-2044.0pp |
| Employer contribution / active EE | $3,800 | $2,193+73.2% | $3,323+14.3% | $2,203+72.5% |
| Participant deferral / active EE | $3,085 | $2,591+19.1% | $3,652-15.5% | $3,192-3.3% |
| Admin fee / account holder | $599 | $3,610-83.4% | $5,300-88.7% | $4,297-86.1% |