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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 | $109,509 | $45,152+142.5% | $73,836+48.3% | $59,633+83.6% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -0.96% | 27.40%-28.4pp | 2268.06%-2269.0pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $5,683 | $1,901+198.9% | $2,787+103.9% | $2,203+158.0% |
| Participant deferral / active EE | $2,941 | $2,573+14.3% | $3,583-17.9% | $3,192-7.8% |
| Admin fee / account holder | $697 | $3,515-80.2% | $4,882-85.7% | $4,297-83.8% |