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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 | $53,174 | $52,519+1.2% | $155,789-65.9% | $59,633-10.8% |
| Participation rate | 100.0% | 61.7%+38.3pp | 76.1%+23.9pp | 68.7%+31.3pp |
| Annual return | -2.22% | 53.51%-55.7pp | 71.54%-73.8pp | 2041.40%-2043.6pp |
| Employer contribution / active EE | $1,128 | $1,589-29.0% | $3,839-70.6% | $2,203-48.8% |
| Participant deferral / active EE | $3,628 | $3,084+17.6% | $4,798-24.4% | $3,192+13.7% |
| Admin fee / account holder | $1,295 | $3,540-63.4% | $7,477-82.7% | $4,297-69.9% |