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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 | $17,484 | $75,832-76.9% | $147,617-88.2% | $59,633-70.7% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -1.13% | 0.37%-1.5pp | 61.98%-63.1pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $1,605 | $3,485-53.9% | $5,564-71.2% | $2,203-27.1% |
| Participant deferral / active EE | $2,516 | $3,131-19.6% | $4,895-48.6% | $3,192-21.2% |
| Admin fee / account holder | $438 | $5,986-92.7% | $11,612-96.2% | $4,297-89.8% |