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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 | $26,187 | $43,730-40.1% | $121,208-78.4% | $64,181-59.2% |
| Participation rate | 100.0% | 58.3%+41.7pp | 71.8%+28.2pp | 69.6%+30.4pp |
| Annual return | -2.50% | 68.94%-71.4pp | 16.93%-19.4pp | 7.63%-10.1pp |
| Employer contribution / active EE | $1,123 | $1,297-13.4% | $4,023-72.1% | $2,381-52.8% |
| Participant deferral / active EE | $1,131 | $2,281-50.4% | $3,345-66.2% | $3,470-67.4% |
| Admin fee / account holder | $586 | $3,502-83.3% | $5,020-88.3% | $4,887-88.0% |