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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 | $45,970 | $45,152+1.8% | $73,836-37.7% | $59,633-22.9% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -0.84% | 27.40%-28.2pp | 2268.06%-2268.9pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $2,328 | $1,901+22.4% | $2,787-16.5% | $2,203+5.7% |
| Participant deferral / active EE | $6,714 | $2,573+161.0% | $3,583+87.4% | $3,192+110.4% |
| Admin fee / account holder | $11,174 | $3,515+217.9% | $4,882+128.9% | $4,297+160.0% |