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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 | $41,297 | $82,630-50.0% | $64,105-35.6% | $125,389-67.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -0.18% | 1489.72%-1489.9pp | 791.24%-791.4pp | 282.24%-282.4pp |
| Employer contribution / active EE | $594 | $2,671-77.8% | $1,820-67.3% | $4,866-87.8% |
| Participant deferral / active EE | $1,464 | $3,608-59.4% | $2,822-48.1% | $5,352-72.6% |
| Admin fee / account holder | $1,941 | $6,382-69.6% | $4,499-56.9% | $9,541-79.7% |