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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 | $19,471 | $45,566-57.3% | $64,105-69.6% | $59,633-67.3% |
| Participation rate | 100.0% | 60.2%+39.8pp | 68.2%+31.8pp | 68.7%+31.3pp |
| Annual return | -1.82% | 4.95%-6.8pp | 791.24%-793.1pp | 2041.45%-2043.3pp |
| Employer contribution / active EE | $1,395 | $934+49.4% | $1,820-23.3% | $2,203-36.7% |
| Participant deferral / active EE | $0 | $2,057-100.0% | $2,822-100.0% | $3,192-100.0% |
| Admin fee / account holder | $438 | $3,268-86.6% | $4,499-90.3% | $4,297-89.8% |