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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 | $48,854 | $45,152+8.2% | $73,836-33.8% | $59,633-18.1% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -0.70% | 27.40%-28.1pp | 2268.06%-2268.8pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $2,212 | $1,901+16.3% | $2,787-20.7% | $2,203+0.4% |
| Participant deferral / active EE | $2,967 | $2,573+15.3% | $3,583-17.2% | $3,192-7.0% |
| Admin fee / account holder | $1,938 | $3,515-44.9% | $4,882-60.3% | $4,297-54.9% |