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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 | $31,231 | $45,152-30.8% | $73,836-57.7% | $59,633-47.6% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -0.36% | 27.40%-27.8pp | 2268.06%-2268.4pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $751 | $1,901-60.5% | $2,787-73.1% | $2,203-65.9% |
| Participant deferral / active EE | $2,914 | $2,573+13.3% | $3,583-18.7% | $3,192-8.7% |
| Admin fee / account holder | $426 | $3,515-87.9% | $4,882-91.3% | $4,297-90.1% |