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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 | $36,512 | $30,732+18.8% | $59,496-38.6% | $59,633-38.8% |
| Participation rate | 100.0% | 43.2%+56.8pp | 54.6%+45.4pp | 68.7%+31.3pp |
| Annual return | 0.85% | 4.47%-3.6pp | 182.05%-181.2pp | 2041.45%-2040.6pp |
| Employer contribution / active EE | $1,883 | $631+198.5% | $1,153+63.3% | $2,203-14.5% |
| Participant deferral / active EE | $1,280 | $1,183+8.2% | $1,829-30.0% | $3,192-59.9% |
| Admin fee / account holder | $5,159 | $2,136+141.5% | $2,232+131.1% | $4,297+20.1% |