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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 | $28,403 | $45,152-37.1% | $73,836-61.5% | $59,633-52.4% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -1.02% | 27.40%-28.4pp | 2268.06%-2269.1pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $900 | $1,901-52.7% | $2,787-67.7% | $2,203-59.1% |
| Participant deferral / active EE | $1,879 | $2,573-27.0% | $3,583-47.6% | $3,192-41.1% |
| Admin fee / account holder | $593 | $3,515-83.1% | $4,882-87.8% | $4,297-86.2% |