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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 | $21,662 | $75,832-71.4% | $147,617-85.3% | $59,633-63.7% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 0.44% | 0.37%+0.1pp | 61.98%-61.5pp | 2041.45%-2041.0pp |
| Employer contribution / active EE | $2,855 | $3,485-18.1% | $5,564-48.7% | $2,203+29.6% |
| Participant deferral / active EE | $3,762 | $3,131+20.2% | $4,895-23.1% | $3,192+17.9% |
| Admin fee / account holder | $1,241 | $5,986-79.3% | $11,612-89.3% | $4,297-71.1% |