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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 | $54,876 | $39,798+37.9% | $67,704-18.9% | $59,633-8.0% |
| Participation rate | 92.3% | 57.4%+35.0pp | 67.5%+24.8pp | 68.7%+23.6pp |
| Annual return | 0.26% | 89.94%-89.7pp | 25.41%-25.1pp | 2041.40%-2041.1pp |
| Employer contribution / active EE | $1,943 | $1,393+39.5% | $2,559-24.1% | $2,203-11.8% |
| Participant deferral / active EE | $2,892 | $2,335+23.9% | $3,585-19.3% | $3,192-9.4% |
| Admin fee / account holder | $757 | $3,212-76.4% | $4,255-82.2% | $4,297-82.4% |