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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 | $64,426 | $75,828-15.0% | $147,617-56.4% | $59,632+8.0% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -1.74% | 0.37%-2.1pp | 61.98%-63.7pp | 2041.32%-2043.1pp |
| Employer contribution / active EE | $4,541 | $3,485+30.3% | $5,565-18.4% | $2,203+106.2% |
| Participant deferral / active EE | $5,083 | $3,130+62.4% | $4,895+3.8% | $3,192+59.3% |
| Admin fee / account holder | $1,969 | $5,985-67.1% | $11,611-83.0% | $4,297-54.2% |