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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 | $37,548 | $45,152-16.8% | $73,836-49.1% | $59,633-37.0% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -0.32% | 27.40%-27.7pp | 2268.06%-2268.4pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $2,940 | $1,901+54.6% | $2,787+5.5% | $2,203+33.5% |
| Participant deferral / active EE | $1,036 | $2,573-59.7% | $3,583-71.1% | $3,192-67.5% |
| Admin fee / account holder | $3,843 | $3,515+9.3% | $4,882-21.3% | $4,297-10.6% |