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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 | $44,266 | $75,832-41.6% | $147,617-70.0% | $59,633-25.8% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 1.00% | 0.37%+0.6pp | 61.98%-61.0pp | 2041.45%-2040.4pp |
| Employer contribution / active EE | $1,347 | $3,485-61.4% | $5,564-75.8% | $2,203-38.9% |
| Participant deferral / active EE | $2,977 | $3,131-4.9% | $4,895-39.2% | $3,192-6.7% |
| Admin fee / account holder | $8,650 | $5,986+44.5% | $11,612-25.5% | $4,297+101.3% |