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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 | $21,291 | $75,832-71.9% | $147,617-85.6% | $59,633-64.3% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 3.45% | 0.37%+3.1pp | 61.98%-58.5pp | 2041.45%-2038.0pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,974 | $3,131-5.0% | $4,895-39.2% | $3,192-6.8% |
| Admin fee / account holder | $5,527 | $5,986-7.7% | $11,612-52.4% | $4,297+28.6% |