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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 | $40,408 | $45,566-11.3% | $64,105-37.0% | $59,633-32.2% |
| Participation rate | 100.0% | 60.2%+39.8pp | 68.2%+31.8pp | 68.7%+31.3pp |
| Annual return | -1.17% | 4.95%-6.1pp | 791.24%-792.4pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $1,961 | $934+109.9% | $1,820+7.7% | $2,203-11.0% |
| Participant deferral / active EE | $2,007 | $2,057-2.4% | $2,822-28.9% | $3,192-37.1% |
| Admin fee / account holder | $742 | $3,268-77.3% | $4,499-83.5% | $4,297-82.7% |