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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 | $59,048 | $40,275+46.6% | $57,356+3.0% | $59,633-1.0% |
| Participation rate | 100.0% | 69.1%+30.9pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | -0.88% | 27.52%-28.4pp | 24.41%-25.3pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $6,952 | $1,921+261.8% | $2,689+158.6% | $2,203+215.6% |
| Participant deferral / active EE | $1,952 | $2,400-18.7% | $3,162-38.3% | $3,192-38.8% |
| Admin fee / account holder | $984 | $2,820-65.1% | $3,357-70.7% | $4,297-77.1% |