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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 | $34,780 | $39,798-12.6% | $67,704-48.6% | $59,633-41.7% |
| Participation rate | 100.0% | 57.4%+42.6pp | 67.5%+32.5pp | 68.7%+31.3pp |
| Annual return | -3.09% | 89.94%-93.0pp | 25.41%-28.5pp | 2041.45%-2044.5pp |
| Employer contribution / active EE | $1,522 | $1,393+9.2% | $2,559-40.5% | $2,203-30.9% |
| Participant deferral / active EE | $2,965 | $2,335+27.0% | $3,585-17.3% | $3,192-7.1% |
| Admin fee / account holder | $1,053 | $3,212-67.2% | $4,255-75.2% | $4,297-75.5% |