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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 | $47,440 | $75,832-37.4% | $147,617-67.9% | $59,633-20.4% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -0.58% | 0.37%-1.0pp | 61.98%-62.6pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $3,503 | $3,485+0.5% | $5,564-37.0% | $2,203+59.1% |
| Participant deferral / active EE | $3,917 | $3,131+25.1% | $4,895-20.0% | $3,192+22.7% |
| Admin fee / account holder | $83,861 | $5,986+1301.0% | $11,612+622.2% | $4,297+1851.6% |