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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 | $29,565 | $46,360-36.2% | $147,617-80.0% | $52,331-43.5% |
| Participation rate | 100.0% | 64.9%+35.1pp | 84.6%+15.4pp | 68.1%+31.9pp |
| Annual return | -1.75% | 1.62%-3.4pp | 61.98%-63.7pp | 4.54%-6.3pp |
| Employer contribution / active EE | $1,828 | $2,126-14.0% | $5,564-67.1% | $1,882-2.8% |
| Participant deferral / active EE | $2,254 | $2,258-0.2% | $4,895-54.0% | $3,022-25.4% |
| Admin fee / account holder | $4,033 | $766+426.6% | $11,612-65.3% | $592+581.7% |