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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 | $53,900 | $45,152+19.4% | $73,836-27.0% | $59,633-9.6% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -1.47% | 27.40%-28.9pp | 2268.06%-2269.5pp | 2041.45%-2042.9pp |
| Employer contribution / active EE | $3,135 | $1,901+64.9% | $2,787+12.5% | $2,203+42.3% |
| Participant deferral / active EE | $1,950 | $2,573-24.2% | $3,583-45.6% | $3,192-38.9% |
| Admin fee / account holder | $610 | $3,515-82.6% | $4,882-87.5% | $4,297-85.8% |