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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 | $56,616 | $45,566+24.3% | $64,105-11.7% | $59,633-5.1% |
| Participation rate | 100.0% | 60.2%+39.8pp | 68.2%+31.8pp | 68.7%+31.3pp |
| Annual return | -1.97% | 4.95%-6.9pp | 791.24%-793.2pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $3,665 | $934+292.3% | $1,820+101.4% | $2,203+66.4% |
| Participant deferral / active EE | $1,140 | $2,057-44.6% | $2,822-59.6% | $3,192-64.3% |
| Admin fee / account holder | $2,147 | $3,268-34.3% | $4,499-52.3% | $4,297-50.0% |