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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 | $25,291 | $39,798-36.5% | $67,704-62.6% | $59,633-57.6% |
| Participation rate | 100.0% | 57.4%+42.6pp | 67.5%+32.5pp | 68.7%+31.3pp |
| Annual return | 1.18% | 89.94%-88.8pp | 25.41%-24.2pp | 2041.45%-2040.3pp |
| Employer contribution / active EE | $5,780 | $1,393+314.9% | $2,559+125.8% | $2,203+162.4% |
| Participant deferral / active EE | $6,513 | $2,335+179.0% | $3,585+81.7% | $3,192+104.1% |
| Admin fee / account holder | $318 | $3,212-90.1% | $4,255-92.5% | $4,297-92.6% |