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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 | $52,519 | $45,152+16.3% | $73,845-28.9% | $59,632-11.9% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -1.95% | 27.40%-29.3pp | 2267.91%-2269.9pp | 2041.32%-2043.3pp |
| Employer contribution / active EE | $3,660 | $1,902+92.5% | $2,788+31.3% | $2,203+66.2% |
| Participant deferral / active EE | $0 | $2,574-100.0% | $3,583-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,408 | $3,516-60.0% | $4,881-71.2% | $4,297-67.2% |