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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 | $132,651 | $43,730+203.3% | $121,220+9.4% | $64,173+106.7% |
| Participation rate | 100.0% | 58.3%+41.7pp | 71.8%+28.2pp | 69.6%+30.4pp |
| Annual return | -3.44% | 68.94%-72.4pp | 16.94%-20.4pp | 7.63%-11.1pp |
| Employer contribution / active EE | $2,286 | $1,297+76.3% | $4,023-43.2% | $2,381-4.0% |
| Participant deferral / active EE | $2,286 | $2,281+0.2% | $3,345-31.7% | $3,470-34.1% |
| Admin fee / account holder | $7,319 | $3,502+109.0% | $5,021+45.8% | $4,887+49.8% |