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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 | $48,650 | $43,730+11.3% | $121,220-59.9% | $64,173-24.2% |
| Participation rate | 100.0% | 58.3%+41.7pp | 71.8%+28.2pp | 69.6%+30.4pp |
| Annual return | -2.93% | 68.94%-71.9pp | 16.94%-19.9pp | 7.63%-10.6pp |
| Employer contribution / active EE | $1,893 | $1,297+46.0% | $4,023-52.9% | $2,381-20.5% |
| Participant deferral / active EE | $2,782 | $2,281+22.0% | $3,345-16.8% | $3,470-19.8% |
| Admin fee / account holder | $1,043 | $3,502-70.2% | $5,021-79.2% | $4,887-78.7% |