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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 | $96,778 | $52,519+84.3% | $155,789-37.9% | $59,633+62.3% |
| Participation rate | 100.0% | 61.7%+38.3pp | 76.1%+23.9pp | 68.7%+31.3pp |
| Annual return | -0.82% | 53.51%-54.3pp | 71.54%-72.4pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $1,678 | $1,589+5.6% | $3,839-56.3% | $2,203-23.8% |
| Participant deferral / active EE | $3,146 | $3,084+2.0% | $4,798-34.4% | $3,192-1.4% |
| Admin fee / account holder | $1,133 | $3,540-68.0% | $7,477-84.8% | $4,297-73.6% |