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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 | $23,211 | $78,694-70.5% | $67,652-65.7% | $125,389-81.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -1.07% | 9.46%-10.5pp | 6625.40%-6626.5pp | 282.24%-283.3pp |
| Employer contribution / active EE | $1,486 | $3,044-51.2% | $2,266-34.4% | $4,866-69.5% |
| Participant deferral / active EE | $3,519 | $4,292-18.0% | $3,560-1.2% | $5,352-34.3% |
| Admin fee / account holder | $3,024 | $7,403-59.2% | $4,821-37.3% | $9,541-68.3% |