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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 | $23,665 | $75,832-68.8% | $147,617-84.0% | $59,633-60.3% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 0.20% | 0.37%-0.2pp | 61.98%-61.8pp | 2041.45%-2041.2pp |
| Employer contribution / active EE | $1,740 | $3,485-50.1% | $5,564-68.7% | $2,203-21.0% |
| Participant deferral / active EE | $2,902 | $3,131-7.3% | $4,895-40.7% | $3,192-9.1% |
| Admin fee / account holder | $3,627 | $5,986-39.4% | $11,612-68.8% | $4,297-15.6% |