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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 | $48,723 | $75,832-35.7% | $147,617-67.0% | $59,633-18.3% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -2.45% | 0.37%-2.8pp | 61.98%-64.4pp | 2041.45%-2043.9pp |
| Employer contribution / active EE | $6,732 | $3,485+93.2% | $5,564+21.0% | $2,203+205.7% |
| Participant deferral / active EE | $3,530 | $3,131+12.8% | $4,895-27.9% | $3,192+10.6% |
| Admin fee / account holder | $896 | $5,986-85.0% | $11,612-92.3% | $4,297-79.1% |