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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 | $34,717 | $75,832-54.2% | $147,618-76.5% | $59,633-41.8% |
| Participation rate | 97.2% | 71.6%+25.7pp | 84.6%+12.6pp | 68.7%+28.6pp |
| Annual return | -1.99% | 0.37%-2.4pp | 61.98%-64.0pp | 2041.40%-2043.4pp |
| Employer contribution / active EE | $3,524 | $3,485+1.1% | $5,565-36.7% | $2,203+60.0% |
| Participant deferral / active EE | $0 | $3,131-100.0% | $4,895-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,152 | $5,986-64.0% | $11,612-81.5% | $4,297-49.9% |