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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 | $52,331 | $43,730+19.7% | $121,220-56.8% | $64,173-18.5% |
| Participation rate | 100.0% | 58.3%+41.7pp | 71.8%+28.2pp | 69.6%+30.4pp |
| Annual return | -6.05% | 68.94%-75.0pp | 16.94%-23.0pp | 7.63%-13.7pp |
| Employer contribution / active EE | $861 | $1,297-33.6% | $4,023-78.6% | $2,381-63.9% |
| Participant deferral / active EE | $2,729 | $2,281+19.7% | $3,345-18.4% | $3,470-21.4% |
| Admin fee / account holder | $1,472 | $3,502-58.0% | $5,021-70.7% | $4,887-69.9% |