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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 | $52,828 | $45,152+17.0% | $73,836-28.5% | $59,633-11.4% |
| Participation rate | 96.7% | 64.0%+32.6pp | 73.4%+23.2pp | 68.7%+28.0pp |
| Annual return | -1.78% | 27.40%-29.2pp | 2268.06%-2269.8pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,451 | $2,573-43.6% | $3,583-59.5% | $3,192-54.5% |
| Admin fee / account holder | $3,614 | $3,515+2.8% | $4,882-26.0% | $4,297-15.9% |