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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 | $15,929 | $75,962-79.0% | $154,108-89.7% | $64,173-75.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -0.30% | 30.32%-30.6pp | 735.21%-735.5pp | 7.63%-7.9pp |
| Employer contribution / active EE | $3,755 | $3,350+12.1% | $5,298-29.1% | $2,381+57.7% |
| Participant deferral / active EE | $5,889 | $3,175+85.5% | $5,081+15.9% | $3,470+69.7% |
| Admin fee / account holder | $1,226 | $5,589-78.1% | $13,411-90.9% | $4,887-74.9% |