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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 | $18,346 | $52,519-65.1% | $155,789-88.2% | $59,633-69.2% |
| Participation rate | 100.0% | 61.7%+38.3pp | 76.1%+23.9pp | 68.7%+31.3pp |
| Annual return | -0.19% | 53.51%-53.7pp | 71.54%-71.7pp | 2041.45%-2041.6pp |
| Employer contribution / active EE | $1,500 | $1,589-5.6% | $3,839-60.9% | $2,203-31.9% |
| Participant deferral / active EE | $0 | $3,084-100.0% | $4,798-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,035 | $3,540-70.8% | $7,477-86.2% | $4,297-75.9% |