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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 | $109,040 | $75,832+43.8% | $147,617-26.1% | $59,633+82.9% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -0.35% | 0.37%-0.7pp | 61.98%-62.3pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $2,952 | $3,485-15.3% | $5,564-46.9% | $2,203+34.0% |
| Participant deferral / active EE | $7,360 | $3,131+135.1% | $4,895+50.4% | $3,192+130.6% |
| Admin fee / account holder | $1,776 | $5,986-70.3% | $11,612-84.7% | $4,297-58.7% |