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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 | $88,601 | $65,703+34.8% | $94,228-6.0% | $59,633+48.6% |
| Participation rate | 97.1% | 72.1%+24.9pp | 78.8%+18.3pp | 68.7%+28.4pp |
| Annual return | -1.73% | 5.22%-6.9pp | 10.68%-12.4pp | 2041.40%-2043.1pp |
| Employer contribution / active EE | $572 | $2,021-71.7% | $3,587-84.0% | $2,203-74.0% |
| Participant deferral / active EE | $4,621 | $3,143+47.0% | $4,320+7.0% | $3,192+44.8% |
| Admin fee / account holder | $799 | $4,264-81.3% | $6,269-87.3% | $4,297-81.4% |