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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 | $46,200 | $45,566+1.4% | $64,105-27.9% | $59,633-22.5% |
| Participation rate | 100.0% | 60.2%+39.8pp | 68.2%+31.8pp | 68.7%+31.3pp |
| Annual return | -2.67% | 4.95%-7.6pp | 791.24%-793.9pp | 2041.45%-2044.1pp |
| Employer contribution / active EE | $2,684 | $934+187.4% | $1,820+47.5% | $2,203+21.9% |
| Participant deferral / active EE | $2,590 | $2,057+25.9% | $2,822-8.2% | $3,192-18.9% |
| Admin fee / account holder | $3,599 | $3,268+10.2% | $4,499-20.0% | $4,297-16.2% |