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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 | $56,402 | $43,730+29.0% | $121,220-53.5% | $64,173-12.1% |
| Participation rate | 100.0% | 58.3%+41.7pp | 71.8%+28.2pp | 69.6%+30.4pp |
| Annual return | -4.92% | 68.94%-73.9pp | 16.94%-21.9pp | 7.63%-12.6pp |
| Employer contribution / active EE | $2,316 | $1,297+78.6% | $4,023-42.4% | $2,381-2.7% |
| Participant deferral / active EE | $1,923 | $2,281-15.7% | $3,345-42.5% | $3,470-44.6% |
| Admin fee / account holder | $8,775 | $3,502+150.5% | $5,021+74.8% | $4,887+79.5% |