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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 | $38,017 | $52,678-27.8% | $75,784-49.8% | $59,633-36.2% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | -0.59% | 2.95%-3.5pp | 9.68%-10.3pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $8,549 | $2,193+289.8% | $3,323+157.2% | $2,203+288.1% |
| Participant deferral / active EE | $2,331 | $2,591-10.0% | $3,652-36.2% | $3,192-27.0% |
| Admin fee / account holder | $628 | $3,610-82.6% | $5,300-88.1% | $4,297-85.4% |