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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 | $15,859 | $75,832-79.1% | $147,617-89.3% | $59,633-73.4% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -1.25% | 0.37%-1.6pp | 61.98%-63.2pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $400 | $3,485-88.5% | $5,564-92.8% | $2,203-81.8% |
| Participant deferral / active EE | $1,936 | $3,131-38.2% | $4,895-60.5% | $3,192-39.4% |
| Admin fee / account holder | $2,223 | $5,986-62.9% | $11,612-80.9% | $4,297-48.3% |