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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 | $32,586 | $75,832-57.0% | $147,618-77.9% | $59,633-45.4% |
| Participation rate | 96.4% | 71.6%+24.9pp | 84.6%+11.8pp | 68.7%+27.8pp |
| Annual return | -0.47% | 0.37%-0.8pp | 61.98%-62.5pp | 2041.40%-2041.9pp |
| Employer contribution / active EE | $3,334 | $3,485-4.3% | $5,565-40.1% | $2,203+51.4% |
| Participant deferral / active EE | $0 | $3,131-100.0% | $4,895-100.0% | $3,192-100.0% |
| Admin fee / account holder | $401 | $5,986-93.3% | $11,612-96.5% | $4,297-90.7% |