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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 | $55,137 | $39,798+38.5% | $67,704-18.6% | $59,633-7.5% |
| Participation rate | 100.0% | 57.4%+42.6pp | 67.5%+32.5pp | 68.7%+31.3pp |
| Annual return | -1.23% | 89.94%-91.2pp | 25.41%-26.6pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $1,686 | $1,393+21.0% | $2,559-34.1% | $2,203-23.5% |
| Participant deferral / active EE | $3,602 | $2,335+54.3% | $3,585+0.5% | $3,192+12.9% |
| Admin fee / account holder | $2,741 | $3,212-14.6% | $4,255-35.6% | $4,297-36.2% |