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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 | $50,797 | $43,730+16.2% | $121,220-58.1% | $64,173-20.8% |
| Participation rate | 100.0% | 58.3%+41.7pp | 71.8%+28.2pp | 69.6%+30.4pp |
| Annual return | -3.50% | 68.94%-72.4pp | 16.94%-20.4pp | 7.63%-11.1pp |
| Employer contribution / active EE | $3,196 | $1,297+146.4% | $4,023-20.6% | $2,381+34.2% |
| Participant deferral / active EE | $0 | $2,281-100.0% | $3,345-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,138 | $3,502-67.5% | $5,021-77.3% | $4,887-76.7% |