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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 | $79,385 | $43,730+81.5% | $121,220-34.5% | $64,173+23.7% |
| Participation rate | 100.0% | 58.3%+41.7pp | 71.8%+28.2pp | 69.6%+30.4pp |
| Annual return | -2.20% | 68.94%-71.1pp | 16.94%-19.1pp | 7.63%-9.8pp |
| Employer contribution / active EE | $1,654 | $1,297+27.5% | $4,023-58.9% | $2,381-30.5% |
| Participant deferral / active EE | $3,932 | $2,281+72.4% | $3,345+17.5% | $3,470+13.3% |
| Admin fee / account holder | $9,889 | $3,502+182.3% | $5,021+97.0% | $4,887+102.3% |